Morningstar

Virtus Silvant Focused Growth Fund R6 AFGFX

Morningstar Medalist Rating
Medalist Rating as of | See Virtus Investment Hub
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Morningstar’s Analysis AFGFX

Will AFGFX outperform in the 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 AFGFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A diligent combination of concentration and risk management.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

Thoughtful risk management results in higher praise of Virtus Silvant Focused Growth's high-conviction approach. The strategy's Process rating has been raised to Above Average from Average.

by Chris Tate
Rated on Published on

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Portfolio Holdings AFGFX

More AFGFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
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  • % Assets in Top 10 Holdings 74.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

15.98 327M
Technology

Microsoft Corp

10.24 209M
Technology

Apple Inc

9.64 197M
Technology

Alphabet Inc Class A

8.73 179M
Communication Services

Amazon.com Inc

6.77 138M
Consumer Cyclical

Broadcom Inc

6.53 134M
Technology

Eli Lilly and Co

4.69 96M
Healthcare

Meta Platforms Inc Class A

4.35 89M
Communication Services

GE Aerospace

3.71 76M
Industrials

Visa Inc Class A

3.65 75M
Financial Services

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