Virtus Convertible & Income Fund (NCV-PA) — SEC Filings
Virtus Convertible & Income Fund (NCV-PA) — 3 SEC filings. Latest: DEF 14A (Apr 8, 2025). Includes 2 DEF 14A, 1 SC 13G.
View Virtus Convertible & Income Fund on SEC EDGAR
Overview
Virtus Convertible & Income Fund (NCV-PA) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a DEF 14A filed on Apr 8, 2025: Virtus Convertible & Income Fund (Central Index Key: 0001214935) filed a DEF 14A on April 8, 2025, for the period ending June 2, 2025. The filing details information related to the fund's operations and governance. The company is located at 101 Munson Street, Greenfield, MA 01301, with a business ph
Sentiment Summary
Across 3 filings, the sentiment breakdown is: 3 neutral. The dominant filing sentiment for Virtus Convertible & Income Fund is neutral.
Filing Type Overview
Virtus Convertible & Income Fund (NCV-PA) has filed 2 DEF 14A, 1 SC 13G with the SEC between Feb 2024 to Apr 2025.
Filings by Year
Recent SEC Filings (3)
| Date | Form | Description | Risk |
|---|---|---|---|
| Apr 8, 2025 | DEF 14A | Virtus Convertible & Income Fund DEF 14A Filing | low |
| Apr 9, 2024 | DEF 14A | Virtus Convertible & Income Fund Files DEF 14A | low |
| Feb 9, 2024 | SC 13G | Morgan Stanley Discloses Passive Stake in Virtus Convertible & Income Fund | low |
Risk Profile
Risk Assessment: Of NCV-PA's 3 recent filings, 0 were flagged as high-risk, 0 as medium-risk, and 3 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Industry Context
The filing pertains to a registered investment company, specifically a closed-end fund, which operates under specific SEC regulations.
Top Tags
proxy-statement (1) · annual-meeting (1) · fund-governance (1) · DEF 14A (1) · Virtus Convertible & Income Fund (1) · SEC Filing (1) · Shareholder Information (1) · Fund Operations (1) · institutional-ownership (1) · passive-investment (1)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Period of Report | 20250602 | The filing covers the period ending on this date. |
| Filing Date | 20250408 | The date the document was officially submitted to the SEC. |
| SEC File Number | 811-21284 | Virtus Convertible & Income Fund SEC File Number |
| ZIP Code | 01301 | Business Address ZIP Code |
| Business Phone | (866) 270-7598 | Business Phone Number |
| CUSIP Number | 92838X102 | identifies the specific class of securities (Common Shares of Beneficial Interest) of Virtus Convertible & Income Fund |
Forward-Looking Statements
- {"claim":"Morgan Stanley will maintain its passive stake in Virtus Convertible & Income Fund.","entity":"Morgan Stanley","targetDate":"Next 12 months","confidence":"medium"}
Frequently Asked Questions
What are the latest SEC filings for Virtus Convertible & Income Fund (NCV-PA)?
Virtus Convertible & Income Fund has 3 recent SEC filings from Feb 2024 to Apr 2025, including 2 DEF 14A, 1 SC 13G. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of NCV-PA filings?
Across 3 filings, the sentiment breakdown is: 3 neutral. The dominant sentiment is neutral.
Where can I find Virtus Convertible & Income Fund SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Virtus Convertible & Income Fund (NCV-PA) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Virtus Convertible & Income Fund?
Financial highlights for Virtus Convertible & Income Fund are available when 10-K or 10-Q filings are enriched with AI analysis. Check back as new filings are processed.
What is the investment thesis for NCV-PA?
The investment thesis for NCV-PA includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Virtus Convertible & Income Fund?
Executive information for Virtus Convertible & Income Fund is extracted from SEC filings as they are enriched with AI analysis.
What are the main risk factors for Virtus Convertible & Income Fund stock?
Of NCV-PA's 3 assessed filings, 0 were flagged high-risk, 0 medium-risk, and 3 low-risk.
What are recent predictions and forward guidance from Virtus Convertible & Income Fund?
Recent forward-looking statements from Virtus Convertible & Income Fund include guidance on {"claim":"Morgan Stanley will maintain its passive stake in Virtus Convertible & Income Fund.","entity":"Morgan Stanley".