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Virtus Silvant Large-Cap Growth Stock Fund Class I (STCAX)

9.39
Net Asset Value
-0.11%
1 Day
+13.54%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
1.23%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks to provide capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks and other U.S.-traded equity securities of large-capitalization companies. The subadvisor considers large-capitalization companies to be companies with market capitalizations similar to those of companies in the Russell 1000 ® Growth Index.

Performance

1 month-1.26% 3 years+7.12%
3 months+3.07% 5 years+11.60%
1 year+10.43% Since inception+8.60%
Data through --

Peer Comparisonvs. Large growth

 STCAXCategory
Performance 5-yr return+11.60%+13.87%
Expense ratio1.23%1.13%
Risk 5 year sharpe ratio1.081.27
Net assets$142.1M$3.2B
Average market cap$96.9B$116.3B
Average P/E27.826.7
Portfolio turnover42%42%

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Fund Management and Purchase Info

Fund familyVirtus
Fund manager & tenureMichael Sansoterra / 10 Years
Minimal initial investment$100,000.00
Minimum IRA investment--

Holdings

U.S. stock96.60%
Cash3.40%
International stock0.00%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Hardware 15.18%
Industrial materials 13.97%
Consumer goods 13.93%
Energy 10.22%
Consumer service 8.99%
Top 10 Holdings
Portfolio weighting
MSFT Microsoft5.94%
FB Facebook5.23%
AMZN Amazon5.19%
V Visa4.57%
AAPL Apple4.17%
PCLN Priceline3.48%
GOOG Google2.97%
GOOGL Google2.93%
HON Honeywell2.45%
ADBE Adobe2.12%