AIO: Spotting A Recovery In This Beaten Down CEF, High Risk Remains


  • Closed-end funds have generally struggled this year amid rising rates and weak returns from high-duration assets.
  • Artificial Intelligence has been particularly under fire as speculative fervor exited stocks a year ago.
  • I see opportunities in AIO, but there are key risks investors must recognize.

Artificial Intelligence concept brain with CPU


The Virtus Artificial Intelligence & Technology Opportunities Fund (NYSE:AIO) is a closed-end fund that uses leverage in a highly-speculative niche of the global stock and bond markets. Rising interest rates not only cause issues with steeper borrowing costs

AIO: Portfolio Fundamentals & Trading Statistics

Virtus Investment Partners

AIO: A Hybrid CEF

Virtus Investment Partners

Low-Grade Debt

Virtus Investment Partners

A Tech-Heavy Portfolio

Virtus Investment Partners

AIO: Shares Putting In A Bottom, Eyeing Upside Targets

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