NIE (Virtus AllianzGI Equitynvertibleome Fund) Moat Score: 2/10 (As of Jul. 03, 2026)


NIE Virtus AllianzGI Equity & Convertible Income Fund NIE
53 GF Score
Price $26.43
GF Value $27.68
Valuation Fairly Valued
! 5 Warning Signs
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What is Virtus AllianzGI Equitynvertibleome Fund Moat Score?

Virtus AllianzGI Equitynvertibleome Fund NIE -1.23% 53 Moat Score is 2 as of Jul. 03, 2026. GuruFocus rates NIE with a GF Score™ of 53/100 and a GF Value™ of $27.68 (Fairly Valued). The stock has 5 warning signs investors should review. Among 1,695 Asset Management companies, Virtus AllianzGI Equitynvertibleome Fund ranks better than 80.06% on this metric.

Virtus AllianzGI Equitynvertibleome Fund has the Moat Score of 2, which implies that the company might have No Moat - Very weak/transient advantages.

Virtus AllianzGI Equitynvertibleome Fund has No Moat: NIE is a fund with no inherent competitive advantages. It lacks market leadership, network effects, or significant customer loyalty. The fund's performance is subject to market conditions, and it does not possess unique intellectual property or cost advantages, resulting in a negligible moat.

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 AllianzGI Equitynvertibleome Fund might have No Moat - Very weak/transient advantages.

Virtus AllianzGI Equitynvertibleome Fund  (NYSE:NIE) 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 AllianzGI Equitynvertibleome Fund Moat Score Related Terms

NIE vs PFLT, MYI, FDUS: Moat Score Comparison

For the Asset Management subindustry, Virtus AllianzGI Equitynvertibleome 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 AllianzGI Equitynvertibleome Fund Moat Score vs Asset Management Industry

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

* The bar in red indicates where Virtus AllianzGI Equitynvertibleome Fund's Moat Score falls into.


NIE
53GF Score
Virtus AllianzGI Equity & Convertible Income Fund NIE
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 2 mean?
Virtus AllianzGI Equitynvertibleome Fund (NIE) has a Moat Score of 2 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 AllianzGI Equitynvertibleome Fund ranks #338 out of 1695 companies in the Asset Management industry, placing it in the top 19.9%.
Is Virtus AllianzGI Equitynvertibleome Fund's Moat Score too high?
Virtus AllianzGI Equitynvertibleome Fund's current Moat Score is 2. Based on the distribution chart, Virtus AllianzGI Equitynvertibleome Fund ranks #338 out of 1695 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Virtus AllianzGI Equitynvertibleome Fund has a GF Score™ of 53/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Virtus AllianzGI Equitynvertibleome Fund's Moat Score compare to PFLT and MYI?
According to the Asset Management industry distribution chart, Virtus AllianzGI Equitynvertibleome Fund ranks #338 out of 1695 companies for Moat Score. This places Virtus AllianzGI Equitynvertibleome Fund in the top 20% 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 AllianzGI Equitynvertibleome Fund's current Moat Score is 2. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Virtus AllianzGI Equitynvertibleome Fund stock overvalued right now?
Based on GuruFocus' analysis, Virtus AllianzGI Equitynvertibleome Fund (NIE) is currently considered Fairly Valued. The stock's GF Value™ is $27.68, compared to a current price of $26.43 — trading 4.5% below its estimated fair value. The current Moat Score is 2. Virtus AllianzGI Equitynvertibleome Fund's overall GF Score™ is 53/100 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 AllianzGI Equitynvertibleome Fund (NIE), the current Moat Score is 2 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 AllianzGI Equitynvertibleome Fund (NIE) Overvalued in 2026?

Based on GuruFocus' analysis, Virtus AllianzGI Equitynvertibleome Fund stock appears to be undervalued. The current stock price of $26.43 is trading 4.5% below its estimated GF Value™ of $27.68. GuruFocus considers Virtus AllianzGI Equitynvertibleome Fund to be Fairly Valued.

Key valuation signals for NIE:

  • Moat Score: 2
  • GF Value™: $27.68 vs. price of $26.43 (4.5% below fair value)
  • GF Score™: 53/100 with 5 warning signs

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

Virtus AllianzGI Equitynvertibleome Fund Business Description

Address 101 Munson Street, Greenfield, MA, USA, 01301-9683
Virtus AllianzGI Equity & Convertible Income Fund is a diversified, closed-end management investment company. The investment objective is to provide total return through a combination of current income, current gains and long-term capital appreciation. The fund pursues its objective by investing in a diversified portfolio of equity securities and income-producing convertible securities. Its portfolio of investments comprises different sector investments, such as aerospace and defense, banks, IT services, software, and others.
53GF Score

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

$26.43
Price
$27.68
GF Value