NCV (Virtus Convertible &ome Fund) Moat Score: 1/10 (As of Jul. 03, 2026)


NCV Virtus Convertible & Income Fund NCV
41 GF Score
Price $17.38
GF Value $55.59
Valuation Significantly Undervalued
! 5 Warning Signs
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What is Virtus Convertible &ome Fund Moat Score?

Virtus Convertible &ome Fund NCV -0.97% 41 Moat Score is 1 as of Jul. 03, 2026. GuruFocus rates NCV with a GF Score™ of 41/100 and a GF Value™ of $55.59 (Significantly Undervalued). The stock has 5 warning signs investors should review. Among 1,695 Asset Management companies, Virtus Convertible &ome Fund ranks better than 69.2% on this metric.

Virtus Convertible &ome Fund has the Moat Score of 1, which implies that the company might have No Moat - Very weak/transient advantages.

Virtus Convertible &ome Fund has No Moat: Virtus Convertible & Income Fund has no discernible moat. It operates in a commoditized financial services sector with no significant brand strength, customer loyalty, or cost advantages.

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 Convertible &ome Fund might have No Moat - Very weak/transient advantages.

Virtus Convertible &ome Fund  (NYSE:NCV) 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 Convertible &ome Fund Moat Score Related Terms

NCV vs ALTI, HFRO, MYN: Moat Score Comparison

For the Asset Management subindustry, Virtus Convertible &ome 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 Convertible &ome Fund Moat Score vs Asset Management Industry

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

* The bar in red indicates where Virtus Convertible &ome Fund's Moat Score falls into.


NCV
41GF Score
Virtus Convertible & Income Fund NCV
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 1 mean?
Virtus Convertible &ome Fund (NCV) has a Moat Score of 1 as of Jul. 03, 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 Convertible &ome Fund ranks #522 out of 1695 companies in the Asset Management industry, placing it in the top 30.8%.
Is Virtus Convertible &ome Fund's Moat Score too high?
Virtus Convertible &ome Fund's current Moat Score is 1. Based on the distribution chart, Virtus Convertible &ome Fund ranks #522 out of 1695 companies in the Asset Management industry, which is above the industry midpoint. Overall, Virtus Convertible &ome Fund has a GF Score™ of 41/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Virtus Convertible &ome Fund's Moat Score compare to ALTI and HFRO?
According to the Asset Management industry distribution chart, Virtus Convertible &ome Fund ranks #522 out of 1695 companies for Moat Score. This puts Virtus Convertible &ome Fund in the upper half of its industry. 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 Convertible &ome Fund's current Moat Score is 1. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Virtus Convertible &ome Fund stock overvalued right now?
Based on GuruFocus' analysis, Virtus Convertible &ome Fund (NCV) is currently considered Significantly Undervalued. The stock's GF Value™ is $55.59, compared to a current price of $17.38 — trading 68.7% below its estimated fair value. The current Moat Score is 1. Virtus Convertible &ome Fund's overall GF Score™ is 41/100 with 5 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 Convertible &ome Fund (NCV), the current Moat Score is 1 as of Jul. 03, 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 Convertible &ome Fund (NCV) Overvalued in 2026?

Based on GuruFocus' analysis, Virtus Convertible &ome Fund stock appears to be undervalued. The current stock price of $17.38 is trading 68.7% below its estimated GF Value™ of $55.59. GuruFocus considers Virtus Convertible &ome Fund to be Significantly Undervalued.

Key valuation signals for NCV:

  • Moat Score: 1
  • GF Value™: $55.59 vs. price of $17.38 (68.7% below fair value)
  • GF Score™: 41/100 with 5 warning signs

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

Virtus Convertible &ome Fund Business Description

Other Exchanges NCVpA.PFD:USA
Address 101 Munson Street, Greenfield, MA, USA, 01301-9683
Virtus Convertible & Income Fund is a diversified, 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. It intends to achieve the objective by investing in a portfolio of domestic convertible securities and non-convertible income-producing securities. Its portfolio of investments includes Software, the Internet, the Commercial Services sector in the form of Convertible Bonds and Notes, and Media, Oil, Gas & Consumable Fuels, and Entertainment sector in the form of Corporate Bonds and Notes.
41GF Score

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

$17.38
Price
$55.59
GF Value