Skip to Content
Morningstar

Virtus Silvant Large-Cap Growth Stk A STCIX

Morningstar Medalist Rating
Medalist Rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 7.81  /  +0.13 %
  • Total Assets 185.8 Mil
  • Adj. Expense Ratio
    1.030%
  • Expense Ratio 1.030%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 17%

USD | NAV as of Jun 01, 2024 | 1-Day Return as of Jun 01, 2024, 12:18 AM GMT+0

Morningstar’s Analysis STCIX

Will STCIX 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 STCIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the STCIX 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 STCIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings STCIX

More STCIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 62.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

12.74 21.6 Mil
Technology

NVIDIA Corp

10.68 18.1 Mil
Technology

Apple Inc

9.76 16.6 Mil
Technology

Amazon.com Inc

7.04 11.9 Mil
Consumer Cyclical

Meta Platforms Inc Class A

5.40 9.2 Mil
Communication Services

Eli Lilly and Co

5.15 8.7 Mil
Healthcare

Alphabet Inc Class A

3.81 6.5 Mil
Communication Services

Alphabet Inc Class C

3.35 5.7 Mil
Communication Services

Visa Inc Class A

2.42 4.1 Mil
Financial Services

Mastercard Inc Class A

2.23 3.8 Mil
Financial Services