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

8.18
Net Asset Value
-0.49%
1 Day
+8.63%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
1.11%
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+3.66% 3 years+9.63%
3 months+3.40% 5 years+13.64%
1 year+24.26% Since inception+8.91%
Data through --

Peer Comparisonvs. Large growth

 STCAXCategory
Performance 5-yr return+13.64%+13.81%
Expense ratio1.11%1.10%
Risk 5 year sharpe ratio1.091.16
Net assets$123.3M$3.5B
Average market cap$112.0B$149.9B
Average P/E29.426.0
Portfolio turnover14%14%

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Fund Management and Purchase Info

Fund familyVirtus
Fund manager & tenureMichael Sansoterra / 11 Years
Minimal initial investment$100,000.00
Minimum IRA investment--

Holdings

U.S. stock97.51%
Cash2.49%
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
AMZN Amazon7.33%
MSFT Microsoft6.80%
AAPL Apple5.02%
FB Facebook4.72%
V Visa4.40%
GOOG Google2.89%
GOOGL Google2.81%
ADBE Adobe2.45%
UNH UnitedHealth2.42%
HON Honeywell2.32%