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

9.30
Net Asset Value
+1.09%
1 Day
+12.45%
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 generally within those of companies in the Russell 1000- Growth Index.

Performance

1 month+3.56% 3 years+11.11%
3 months+8.77% 5 years+14.76%
1 year+25.54% Since inception+8.88%
Data through --

Peer Comparisonvs. Large growth

 STCAXCategory
Performance 5-yr return+14.76%+13.70%
Expense ratio1.23%1.12%
Risk 5 year sharpe ratio1.181.35
Net assets$135.5M$3.5B
Average market cap$97.4B$123.0B
Average P/E27.827.6
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. stock99.99%
Cash0.01%
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 Microsoft6.48%
AMZN Amazon5.53%
AAPL Apple5.50%
FB Facebook5.30%
V Visa4.81%
PCLN Priceline3.13%
GOOG Google3.09%
GOOGL Google3.05%
HON Honeywell2.47%
ADSK Autodesk Inc2.17%