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Virtus Zevenbergen Technology C RCGTX

Analyst rating as of
NAV / 1-Day Return
18.35  /  0.44 %
Total Assets
1.5 Bil
Adj. Expense Ratio
2.170%
Expense Ratio
2.170%
Fee Level
Above Average
Longest Manager Tenure
0.06 years
Category
Technology
Investment Style
Large Growth
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.00%
Turnover
150%

Morningstar’s Fund Analysis RCGTX

Will RCGTX outperform in future?

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Virtus Technology Is Under Review Owing to Subadvisor Change

Analyst Note

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Virtus Technology’s Morningstar Analyst Rating is Under Review because it is receiving a new subadvisor. After the May 17, 2022, SEC announcement disqualifying Allianz Global Investors U.S. from providing advisory services to U.S. registered firms, Virtus Investment Advisors had until July 25, 2022 to decide which subadvisor would lead this strategy going forward. On July 21, 2022, Virtus hired Zevenbergen Capital Investments to replace AGI, but there is a slight change to the mandate. This strategy will no longer use derivatives or invest in foreign-listed securities. The strategy’s name will change to Virtus Zevenbergen Technology.

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