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| 6.19 Net Asset Value | +0.49% 1 Day | +12.75% Year-to-Date | Overall Morningstar Rating |
| Large growth Style or Category | 5.75 Sales Expenses | 1.56% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | +3.53% | 3 years | +10.27% | |
| 3 months | +4.23% | 5 years | +14.65% | |
| 1 year | +24.98% | Since inception | +8.63% |
| STCIX | Category | |
|---|---|---|
| Performance 5-yr return | +14.65% | +13.81% |
| Expense ratio | 1.56% | 1.10% |
| Risk 5 year sharpe ratio | 1.08 | 1.17 |
| Net assets | $127.9M | $3.6B |
| Average market cap | $112.0B | $157.2B |
| Average P/E | 29.4 | 26.5 |
| 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 | 97.51% |
| Cash | 2.49% |
| 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 | 7.33% |
| MSFT Microsoft | 6.80% |
| AAPL Apple | 5.02% |
| FB Facebook | 4.72% |
| V Visa | 4.40% |
| GOOG Google | 2.89% |
| GOOGL Google | 2.81% |
| ADBE Adobe | 2.45% |
| UNH UnitedHealth | 2.42% |
| HON Honeywell | 2.32% |
