Virtus Diversified Income & Convertible Fund offers a hybrid portfolio with a focus on convertibles but also incorporating equities, and high-yield bonds. The fund's 9.65% distribution yield will need ...

ZTR remains attractively valued, trading at a historical discount despite recent narrowing since our last update. The fund's hybrid approach—utilities, infrastructure equities, and high-quality fixed ...

As client expectations continue to drive a hyper-personalized approach to finance, Steve Osterink Jr, chief investment officer at Advisory Alpha has tailored his strategy to meet demand. “A lot of ...

Hybrid mutual funds blend equity and debt in one portfolio, offering the growth potential of stocks with the stability of bonds, a smart choice for medium-term goals (3–5 years). In 2025, they remain ...