| 14.94 Net Asset Value | +0.88% 1 Day | +17.36% Year-to-Date | Overall Morningstar Rating |
| Small growth Style or Category | No Load Sales Expenses | 2.41% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +9.77% | 3 years | +17.24% | |
| 3 months | +8.81% | 5 years | +8.23% | |
| 1 year | +28.90% | Since inception | +5.20% |
| PSGCX | Category | |
|---|---|---|
| Performance 5-yr return | +8.23% | +8.20% |
| Expense ratio | 2.41% | 1.48% |
| Risk 5 year sharpe ratio | 0.46 | 0.39 |
| Net assets | $87.1M | $699.1M |
| Average market cap | $1.3B | $2.1B |
| Average P/E | 23.8 | 22.9 |
| Portfolio turnover | 46% | 46% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Virtus |
| Fund manager & tenure | Todd Beiley / 5 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $100.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | 20.00% |
| Financial service | 15.13% |
| Healthcare | 15.03% |
| Consumer service | 13.36% |
| Industrial materials | 10.29% |
| HITT Hittite Microwave Corporation | 7.44% |
| NRCI National Research Corporation | 6.51% |
| FLIR FLIR Systems, Inc. | 5.28% |
| SIRO Sirona Dental Systems, Inc. | 5.15% |
| CHEF Chefs Warehouse Holdings LLC | 5.13% |
| MELI Mercadolibre, Inc. | 5.04% |
| NVEC NVE Corporation | 4.57% |
| CPRT Copart, Inc. | 4.44% |
| TECH Techne Corporation | 4.30% |
| ABAX Abaxis, Inc. | 4.25% |
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