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Virtus Silvant Large-Cap Growth Stk I STCAX

Medalist Rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 13.01  /  +0.85 %
  • Total Assets 156.0 Mil
  • Adj. Expense Ratio
    0.770%
  • Expense Ratio 0.770%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield
  • Turnover 3%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 1:32 AM GMT+0

Morningstar’s Analysis STCAX

Will STCAX outperform in future?

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

Virtus Silvant Large-Cap Growth Stk I's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings STCAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 61.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

13.65 19.6 Mil
Technology

Apple Inc

11.79 16.9 Mil
Technology

NVIDIA Corp

8.46 12.1 Mil
Technology

Amazon.com Inc

6.55 9.4 Mil
Consumer Cyclical

Meta Platforms Inc Class A

4.73 6.8 Mil
Communication Services

Eli Lilly and Co

4.47 6.4 Mil
Healthcare

Alphabet Inc Class A

3.66 5.3 Mil
Communication Services

Alphabet Inc Class C

3.22 4.6 Mil
Communication Services

Visa Inc Class A

2.59 3.7 Mil
Financial Services

Mastercard Inc Class A

2.33 3.3 Mil
Financial Services