Morningstar

Virtus Silvant Large-Cap Growth Stock Fund Class I STCAX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Virtus Investment Hub
  • NAV / 1-Day Return $18.49  /  +0.93 %
  • Fund Size $237.9M
  • Adjusted Expense Ratio 0.670%
  • Net Expense Ratio 0.770%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 12%
NAV and 1-Day Return as of

Morningstar’s Analysis STCAX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Virtus Silvant Large-Cap Growth Stk I holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings STCAX

More STCAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 58.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

17.02 42M
Technology

Alphabet Inc Class A

9.76 24M
Communication Services

Microsoft Corp

6.78 17M
Technology

Meta Platforms Inc Class A

4.52 11M
Communication Services

Broadcom Inc

4.49 11M
Technology

Apple Inc

4.46 11M
Technology

Eli Lilly and Co

4.46 11M
Healthcare

Alphabet Inc Class C

2.76 7M
Communication Services

Visa Inc Class A

2.05 5M
Financial Services

Applied Materials Inc

1.94 5M
Technology

Sponsor Center