Virtus Zevenbergen Innovative Gr Stk I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Virtus Zevenbergen Innovative Growth Stock Fund Class I SCATX
- NAV / 1-Day Return 62.28 / −5.86 %
- Total Assets 361.8M
-
Adj. Expense Ratio
1.000%
- Expense Ratio 1.000%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 0.00
- Turnover 22%
USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 12:51 AM GMT+0
Morningstar’s Analysis SCATX
Will SCATX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the SCATX 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 SCATX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 53.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 9.46 | 32M | Technology |
Tesla Inc | 7.46 | 26M | Consumer Cyclical |
Shopify Inc Registered Shs -A- Subord Vtg | 6.33 | 22M | Technology |
MercadoLibre Inc | 5.54 | 19M | Consumer Cyclical |
Axon Enterprise Inc | 5.31 | 18M | Industrials |
Amazon.com Inc | 4.75 | 16M | Consumer Cyclical |
Alphabet Inc Class A | 4.00 | 14M | Communication Services |
Rocket Lab Corp | 3.55 | 12M | Industrials |
Vertiv Holdings Co Class A | 3.46 | 12M | Industrials |
Quanta Services Inc | 3.45 | 12M | Industrials |
United States