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| 7.74 Net Asset Value | -1.15% 1 Day | +15.70% Year-to-Date | Overall Morningstar Rating |
| Large growth Style or Category | 5.75 Sales Expenses | 1.33% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | +1.31% | 3 years | +7.77% | |
| 3 months | +1.44% | 5 years | +11.58% | |
| 1 year | +14.01% | Since inception | +8.18% |
| STCIX | Category | |
|---|---|---|
| Performance 5-yr return | +11.58% | +13.87% |
| Expense ratio | 1.33% | 1.12% |
| Risk 5 year sharpe ratio | 1.02 | 1.23 |
| Net assets | $138.3M | $3.3B |
| Average market cap | $99.2B | $115.9B |
| Average P/E | 26.7 | 25.2 |
| Portfolio turnover | 42% | 42% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Virtus |
| Fund manager & tenure | Michael Sansoterra / 10 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $100.00 |
| U.S. stock | 99.42% |
| Cash | 0.58% |
| International stock | 0.00% |
| Fixed income | 0.00% |
| Other | 0.00% |
| Hardware | 15.18% |
| Industrial materials | 13.97% |
| Consumer goods | 13.93% |
| Energy | 10.22% |
| Consumer service | 8.99% |
| MSFT Microsoft | 6.05% |
| AAPL Apple | 5.55% |
| FB Facebook | 5.26% |
| AMZN Amazon | 5.10% |
| V Visa | 4.71% |
| PCLN Priceline | 3.15% |
| GOOG Google | 2.97% |
| GOOGL Google | 2.93% |
| HON Honeywell | 2.46% |
| ADBE Adobe | 2.22% |
