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Virtus AllianzGI Income and Growth Fund Class A (AZNAX) Similar Funds

Comparison results
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CGARXCalvert Growth Allocation Fund - Class R6―0.61%391.59M
FRGAXGrowth Allocation Index Fund―0.02%1.73M
ABPZXThe AB Portfolios - AB Sustainable Thematic Balanced Portfolio-Z―0.94%81.69M
CMUSXCatholic Responsible Investments Magnus 75/25 Fund Institutional―0.51%174.17M
CMUVXCatholic Responsible Investments Magnus 75/25 Fund Investor―0.66%174.17M
CMNVXCatholic Responsible Investments Magnus 45/55 Fund Investor―0.63%182.84M
FRYBXBalanced Allocation Index Fund―0.02%1.38M
MAGQXMFS Growth Allocation Fund - Class R6―0.61%6.75B
AGGPXMFS Aggressive Growth Allocation Fund - Class R6―0.66%3.10B
WBAIXBalanced Fund - Institutional Class―0.70%167.51M

Performance Comparison

0%10%Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26Nov '26
Performance comparison by fund
TickerCompany NamePriceChange% Change
CGARXCalvert Growth Allocation Fund - Class R632.532.678.94%
FRGAXGrowth Allocation Index Fund13.420.997.96%
ABPZXThe AB Portfolios - AB Sustainable Thematic Balanced Portfolio-Z13.140.251.91%
CMUSXCatholic Responsible Investments Magnus 75/25 Fund Institutional9.680.879.90%
CMUVXCatholic Responsible Investments Magnus 75/25 Fund Investor9.660.869.79%
CMNVXCatholic Responsible Investments Magnus 45/55 Fund Investor11.230.635.92%
FRYBXBalanced Allocation Index Fund11.890.474.12%
MAGQXMFS Growth Allocation Fund - Class R627.362.459.85%
AGGPXMFS Aggressive Growth Allocation Fund - Class R635.363.9312.51%
WBAIXBalanced Fund - Institutional Class17.341.439.01%