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| 5.76 Net Asset Value | -0.35% 1 Day | +4.92% 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 | -2.69% | 3 years | +8.59% | |
| 3 months | -1.87% | 5 years | +14.58% | |
| 1 year | +23.59% | Since inception | +8.48% |
| STCIX | Category | |
|---|---|---|
| Performance 5-yr return | +14.58% | +13.81% |
| Expense ratio | 1.33% | 1.10% |
| Risk 5 year sharpe ratio | 1.06 | 1.18 |
| Net assets | $124.4M | $3.6B |
| Average market cap | $106.9B | $149.6B |
| Average P/E | 30.7 | 27.1 |
| Portfolio turnover | 14% | 14% |
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 / 11 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $100.00 |
| U.S. stock | 97.05% |
| Cash | 2.95% |
| 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% |
| AMZN Amazon | 6.71% |
| MSFT Microsoft | 6.57% |
| AAPL Apple | 5.05% |
| FB Facebook | 4.35% |
| V Visa | 4.10% |
| GOOG Google | 2.90% |
| GOOGL Google | 2.84% |
| NFLX Netflix | 2.49% |
| ADBE Adobe | 2.37% |
| HON Honeywell | 2.29% |
