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Morningstar

Virtus Silvant Focused Growth P AOGPX Fund Analysis

Morningstar Analyst Rating
| Analyst rating as of | See Virtus Investment Hub

Morningstar’s Analysis AOGPX

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

People Pillar

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

Stands out for its focus on very few positions but not much else.

Analyst

Summary

| by Paul Ruppe

Virtus Silvant Focused Growth (formerly Virtus Focused Growth) is among the most concentrated strategies in the large-growth Morningstar Category, but its new management team and unremarkable approach do not otherwise stand out. It earns a Morningstar Analyst Rating of Neutral.

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