Morningstar

Virtus Silvant Focused Growth Fund Class A PGWAX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Virtus Investment Hub

Morningstar’s Analysis PGWAX

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

  • People Pillar

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

A thoughtful pairing of high portfolio concentration and risk management.

Associate Analyst Elijah Broadbent

Elijah Broadbent

Associate Analyst

Summary

This strategy has been on better footing since a subadvisor overhaul placed Silvant Capital Management’s Michael Sansoterra at the helm in July 2022. Since then, Michael and comanagers Brandi Allen and Sandeep Bhatia have done a commendable job of constructing a concentrated large-cap portfolio while remaining diligent about risk management.

by Elijah Broadbent
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