AIO Moat Score: 3/10 (As of Jun. 27, 2026)


AIO Virtus Artificial Intelligence & Technology Opportunities Fund AIO
55 GF Score
Price $27.79
GF Value $31.97
Valuation Modestly Undervalued
! 8 Warning Signs
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What is Virtus Artificial Intelligence & Technology Opportunities Fund Moat Score?

Virtus Artificial Intelligence & Technology Opportunities Fund AIO -0.36% 55 Moat Score is 3 as of Jun. 27, 2026. GuruFocus rates AIO with a GF Score™ of 55/100 and a GF Value™ of $31.97 (Modestly Undervalued). The stock has 8 warning signs investors should review. Among 1,698 Asset Management companies, Virtus Artificial Intelligence & Technology Opportunities Fund ranks better than 90.69% on this metric.

Virtus Artificial Intelligence & Technology Opportunities Fund has the Moat Score of 3, which implies that the company might have No Moat - Very weak/transient advantages.

Virtus Artificial Intelligence & Technology Opportunities Fund has No Moat: As a fund, Virtus AI & Technology Opportunities lacks direct competitive advantages such as market leadership or proprietary technology. It does not possess significant customer loyalty or regulatory barriers, and its performance is tied to the underlying assets rather than its own competitive position.

Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more.

The company's Moat Score is based on these criteria:

1. Market leadership and sustainable market share
2. Network effects and significant customer switching costs
3. Valuable intellectual property and patents
4. Strong brand strength and deep customer loyalty
5. Durable cost advantages (e.g., economies of scale, proprietary technology)
6. Significant regulatory barriers and exclusive licenses
7. Superior distribution network
8. Strong and sustainable pricing power
9. Consistent and impactful innovation and R&D capabilities

Based on the research, GuruFocus believes Virtus Artificial Intelligence & Technology Opportunities Fund might have No Moat - Very weak/transient advantages.

Virtus Artificial Intelligence & Technology Opportunities Fund  (NYSE:AIO) Moat Score Explanation

The Moat Score ranges from 0 to 10, with 10 as the highest. GuruFocus divided Moat Score into following 8 categories:

Moat Score Moat Level
10Wide Moat - Exceptionally dominant and durable wide moat
8 - 9Wide Moat - Clear and robust wide moat
7Wide Moat - Entry-level wide moat, clearly possessing durable advantages
6Narrow Moat - Strong narrow moat, clearly distinguishable but not wide
5Narrow Moat - Solid narrow moat
4Narrow Moat - Discernible but modest moat
1 - 3No Moat - Very weak/transient advantages
0No Moat - No discernible moat

Virtus Artificial Intelligence & Technology Opportunities Fund Moat Score Related Terms

AIO vs NRK, BCX, BMEZ: Moat Score Comparison

For the Asset Management subindustry, Virtus Artificial Intelligence & Technology Opportunities Fund's Moat Score, along with its competitors' market caps and Moat Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Virtus Artificial Intelligence & Technology Opportunities Fund Moat Score vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Virtus Artificial Intelligence & Technology Opportunities Fund's Moat Score distribution charts can be found below:

* The bar in red indicates where Virtus Artificial Intelligence & Technology Opportunities Fund's Moat Score falls into.


AIO
55GF Score
Virtus Artificial Intelligence & Technology Opportunities Fund AIO
Moat Score is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about Moat Score →
What does a Moat Score of 3 mean?
Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) has a Moat Score of 3 as of Jun. 27, 2026. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. According to the industry distribution chart, Virtus Artificial Intelligence & Technology Opportunities Fund ranks #158 out of 1698 companies in the Asset Management industry, placing it in the top 9.3%.
Is Virtus Artificial Intelligence & Technology Opportunities Fund's Moat Score too high?
Virtus Artificial Intelligence & Technology Opportunities Fund's current Moat Score is 3. Based on the distribution chart, Virtus Artificial Intelligence & Technology Opportunities Fund ranks #158 out of 1698 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Virtus Artificial Intelligence & Technology Opportunities Fund has a GF Score™ of 55/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Virtus Artificial Intelligence & Technology Opportunities Fund's Moat Score compare to NRK and BCX?
According to the Asset Management industry distribution chart, Virtus Artificial Intelligence & Technology Opportunities Fund ranks #158 out of 1698 companies for Moat Score. This places Virtus Artificial Intelligence & Technology Opportunities Fund in the top 9% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Moat Score for an Asset Management company?
A good Moat Score depends on the Asset Management industry context. However, Moat Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Moat Score mean?
A high Moat Score can signal that a stock is expensive relative to its fundamentals. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. Virtus Artificial Intelligence & Technology Opportunities Fund's current Moat Score is 3. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Virtus Artificial Intelligence & Technology Opportunities Fund stock overvalued right now?
Based on GuruFocus' analysis, Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) is currently considered Modestly Undervalued. The stock's GF Value™ is $31.97, compared to a current price of $27.79 — trading 13.1% below its estimated fair value. The current Moat Score is 3. Virtus Artificial Intelligence & Technology Opportunities Fund's overall GF Score™ is 55/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Moat Score calculated?
Moat Score is calculated from a company's financial statements. For Virtus Artificial Intelligence & Technology Opportunities Fund (AIO), the current Moat Score is 3 as of Jun. 27, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) Overvalued in 2026?

Based on GuruFocus' analysis, Virtus Artificial Intelligence & Technology Opportunities Fund stock appears to be undervalued. The current stock price of $27.79 is trading 13.1% below its estimated GF Value™ of $31.97. GuruFocus considers Virtus Artificial Intelligence & Technology Opportunities Fund to be Modestly Undervalued.

Key valuation signals for AIO:

  • Moat Score: 3
  • GF Value™: $31.97 vs. price of $27.79 (13.1% below fair value)
  • GF Score™: 55/100 with 8 warning signs

No single metric tells the full story. See the AIO stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Virtus Artificial Intelligence & Technology Opportunities Fund Business Description

Address 101 Munson Street, Greenfield, MA, USA, 01301-9683
Virtus Artificial Intelligence & Technology Opportunities Fund is a diversified, limited-term, closed-end management investment company. Its investment objective is to provide total return through a combination of current income, current gains, and long-term capital appreciation.
55GF Score

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Moat Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$27.79
Price
$31.97
GF Value