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

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™
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-2.69% 3 years+8.59%
3 months-1.87% 5 years+14.58%
1 year+23.59% Since inception+8.48%
Data through --

Peer Comparisonvs. Large growth

 STCIXCategory
Performance 5-yr return+14.58%+13.81%
Expense ratio1.33%1.10%
Risk 5 year sharpe ratio1.061.18
Net assets$124.4M$3.6B
Average market cap$106.9B$149.6B
Average P/E30.727.1
Portfolio turnover14%14%

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Fund Management and Purchase Info

Fund familyVirtus
Fund manager & tenureMichael Sansoterra / 11 Years
Minimal initial investment$2,500.00
Minimum IRA investment$100.00

Holdings

U.S. stock97.05%
Cash2.95%
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
AMZN Amazon6.71%
MSFT Microsoft6.57%
AAPL Apple5.05%
FB Facebook4.35%
V Visa4.10%
GOOG Google2.90%
GOOGL Google2.84%
NFLX Netflix2.49%
ADBE Adobe2.37%
HON Honeywell2.29%