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Morningstar

Virtus Silvant Mid-Cap Growth Admin DRMAX

Morningstar Medalist Rating
Medalist Rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 4.45  /  +2.30 %
  • Total Assets 319.8 Mil
  • Adj. Expense Ratio
    1.040%
  • Expense Ratio 1.040%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 34%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0

Morningstar’s Analysis DRMAX

Will DRMAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DRMAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DRMAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DRMAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Virtus Silvant Mid-Cap Growth Admin's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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Portfolio Holdings DRMAX

More DRMAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cencora Inc

3.62 12.4 Mil
Healthcare

DexCom Inc

3.33 11.3 Mil
Healthcare

Ferguson PLC

2.88 9.8 Mil
Industrials

The Trade Desk Inc Class A

2.78 9.5 Mil
Technology

Palo Alto Networks Inc

2.68 9.1 Mil
Technology

Quanta Services Inc

2.55 8.7 Mil
Industrials

Lam Research Corp

2.55 8.7 Mil
Technology

Spotify Technology SA

2.51 8.6 Mil
Communication Services

IDEXX Laboratories Inc

2.46 8.4 Mil
Healthcare

Westinghouse Air Brake Technologies Corp

2.42 8.2 Mil
Industrials