RAGTX – Virtus Zevenbergen Technology A Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. The fund seeks to achieve its objective by normally investing at least 80% of its net assets in common stocks of U.S. companies and other U.S.-traded equity securities of technology companies. The fund's managers consider U.S.-traded equity securities to include ADRs, as well as securities that are traded in the U.S. that have been issued by companies established, domiciled or operating in foreign countries. It is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
DRRJX	Virtus Zevenbergen Technology Fund Class R6	No Load	Open			May 22, 2026	$112,619.00	0.920%	Average	$0	—
DRGTX	Virtus Zevenbergen Technology Fund Institutional Class	Institutional	Open			Dec 27, 1995	$1.06B	1.160%	High	$1M	−$82.32M
RAGTX	Virtus Zevenbergen Technology Fund Class A	Front Load	Open			Feb 5, 2002	$970.52M	1.420%	Above Average	$2,500	−$72.84M
RCGTX	Virtus Zevenbergen Technology Fund Class C	Level Load	Closed			Feb 5, 2002	$25.75M	2.160%	Above Average	$2,500	−$7.92M

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