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| 7.76 Net Asset Value | -0.64% 1 Day | +15.99% 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 | +3.33% | 3 years | +7.45% | |
| 3 months | +4.72% | 5 years | +12.55% | |
| 1 year | +13.45% | Since inception | +8.06% |
| STCIX | Category | |
|---|---|---|
| Performance 5-yr return | +12.55% | +13.87% |
| Expense ratio | 1.33% | 1.14% |
| Risk 5 year sharpe ratio | 1.02 | 1.23 |
| Net assets | $211.9M | $3.1B |
| Average market cap | $86.1B | $108.2B |
| Average P/E | 27.1 | 27.0 |
| 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 | 97.09% |
| Cash | 2.91% |
| 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 | 5.69% |
| AMZN Amazon | 5.13% |
| FB Facebook | 4.71% |
| V Visa | 4.35% |
| AAPL Apple | 4.07% |
| PCLN Priceline | 3.23% |
| GOOG Google | 2.92% |
| GOOGL Google | 2.90% |
| HON Honeywell | 2.42% |
| EW Edwards Lifesciences Corp | 2.10% |
