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Virtus Silvant Small-Cap Growth Stock Fund Class A (SCGIX)

7.58
Net Asset Value
-0.39%
1 Day
+7.52%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
5.75
Sales Expenses
1.37%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks to provide long-term capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in U.S.-traded equity securities of small-capitalization companies. U.S.-traded equity securities may include American Depositary Receipts. The subadvisor considers small-capitalization companies to be companies with market capitalizations similar to those of companies in the Russell 2000 ® Growth Index.

Performance

1 month+2.70% 3 years+6.49%
3 months+4.53% 5 years+11.40%
1 year+12.98% Since inception+6.83%
Data through --

Peer Comparisonvs. Small growth

 SCGIXCategory
Performance 5-yr return+11.40%+12.81%
Expense ratio1.37%1.30%
Risk 5 year sharpe ratio0.770.94
Net assets$36.8M$927.0M
Average market cap$2.4B$3.5B
Average P/E27.529.2
Portfolio turnover56%56%

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Fund Management and Purchase Info

Fund familyRidgeWorth
Fund manager & tenureMichael Sansoterra / 10 Years
Minimal initial investment$2,000.00
Minimum IRA investment--

Holdings

U.S. stock95.81%
Cash2.29%
International stock1.90%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Consumer goods 14.53%
Healthcare 14.32%
Industrial materials 13.64%
Business service 9.70%
Consumer service 7.91%
Top 10 Holdings
Portfolio weighting
QTWO Q2 Holdings Inc2.72%
INXN InterXion Holding NV1.90%
ICUI ICU Medical Inc1.88%
LFUS Littelfuse Inc1.85%
IRWD Ironwood Pharmaceuticals Inc1.81%
HOMB Home BancShares Inc1.71%
INGN Inogen Inc1.69%
NUVA NuVasive Inc1.65%
ALG Alamo Group Inc1.59%
IIVI II-VI Inc1.58%