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Virtus Zevenbergen Technology P ARTPX

Medalist Rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 71.00  /  −0.49 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
  • Expense Ratio 1.160%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield
  • Turnover 55%

USD | NAV as of Feb 29, 2024 | 1-Day Return as of Feb 29, 2024, 12:12 AM GMT+0

Morningstar’s Analysis ARTPX

Will ARTPX outperform in future?

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

Comanager on Virtus Zevenbergen Technology Retiring in December 2023; Ratings Unchanged

null Stephen Welch

Stephen Welch

Analyst Note

Subadvisor Zevenbergen Capital Investments announced that Brooke de Boutray, a longtime team member and comanager on Virtus Zevenbergen Technology, will retire on Dec. 31, 2023. De Boutray has been with the firm since the early 1990s and was one of the first members to join firm founder Nancy Zevenbergen. While de Boutray's departure will be a loss for the firm, this retirement wasn't unexpected and does not change the strategy's Average People rating. Zevenbergen and comanagers Anthony Zackery and Joseph Dennison remain. This is a team-based approach, and the managers draw on one analyst for support.

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Portfolio Holdings ARTPX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 56.5
Top 10 Holdings
% Portfolio Weight
Market Value USD

Alphabet Inc Class C

9.33 112.1 Mil
Communication Services

Microsoft Corp

8.54 102.6 Mil


7.79 93.5 Mil

Apple Inc

7.13 85.6 Mil

Meta Platforms Inc Class A

6.32 76.0 Mil
Communication Services Inc

4.90 58.8 Mil
Consumer Cyclical

Tesla Inc

3.88 46.6 Mil
Consumer Cyclical

Palo Alto Networks Inc

3.03 36.3 Mil

Advanced Micro Devices Inc

2.78 33.4 Mil

The Trade Desk Inc Class A

2.77 33.2 Mil