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Virtus Silvant Focused Growth A PGWAX

Medalist Rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 58.15  /  1.94 %
  • Total Assets 982.7 Mil
  • Adj. Expense Ratio
    0.930%
  • Expense Ratio 0.930%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield
  • Turnover 65%

Morningstar’s Analysis PGWAX

Will PGWAX outperform in future?

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

Highly focused growth strategy.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

Virtus Silvant Focused Growth offers a seasoned management team and a high-conviction approach to growth investing but has more to prove on this fund.

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Portfolio Holdings PGWAX

  • Current Portfolio Date
  • Equity Holdings 25
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 69.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
13.52
140,480,544
Technology
12.75
132,440,605
Technology
10.30
106,969,559
Technology
7.21
74,864,353
Consumer Cyclical
5.59
58,066,305
Healthcare
4.76
49,429,312
Communication Services
4.52
46,987,774
Financial Services
3.84
39,937,708
Communication Services
3.48
36,198,180
Communication Services
3.23
33,586,976
Healthcare