Virtus Silvant Large-Cap Growth Stock Fund Class A (STCIX)

5.82
Net Asset Value
+0.17%
1 Day
+6.01%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
5.75
Sales Expenses
1.33%
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+0.35% 3 years+9.89%
3 months+7.81% 5 years+14.31%
1 year+25.80% Since inception+8.73%
Data through --

Peer Comparisonvs. Large growth

 STCIXCategory
Performance 5-yr return+14.31%+15.29%
Expense ratio1.33%1.11%
Risk 5 year sharpe ratio1.201.37
Net assets$133.7M$3.7B
Average market cap$111.0B$144.1B
Average P/E30.728.7
Portfolio turnover42%42%

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Fund Management and Purchase Info

Fund familyVirtus
Fund manager & tenureMichael Sansoterra / 10 Years
Minimal initial investment$2,500.00
Minimum IRA investment$100.00

Holdings

U.S. stock99.26%
Cash0.74%
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 Microsoft6.62%
AMZN Amazon6.51%
FB Facebook4.92%
AAPL Apple4.88%
V Visa4.87%
GOOG Google3.19%
GOOGL Google3.13%
HON Honeywell2.45%
UNH UnitedHealth2.32%
NFLX Netflix2.21%