AIO

Virtus Artificial Intelligence & Technology Opportunities Fund is a diversified, closed-end management investment company that seeks to provide total return through a combination of current income, current gains, and long-term capital appreciation. The fund invests primarily in equity securities of companies positioned to benefit from advancements in artificial intelligence, machine learning, automation, data analytics, cloud computing, and related technologies. The portfolio emphasizes companies developing AI technologies, providing AI infrastructure, or implementing AI solutions to transform their businesses. The fund combines growth-oriented technology investments with income generation strategies. Managed by Virtus Investment Advisers with sub-advisory from Kayne Anderson Rudnick Investment Management, the fund provides professional portfolio management and research capabilities. The fund may use leverage to potentially enhance returns, which also increases risk and volatility. As a closed-end fund trading on an exchange, its market price may differ from net asset value. The fund is designed for investors seeking exposure to the artificial intelligence revolution through a professionally managed, diversified portfolio combining technology growth potential with income characteristics.