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Morningstar

Virtus Silvant Large-Cap Growth Stk A STCIX

Morningstar Medalist Rating
Medalist Rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 6.65  /  0.61 %
  • Total Assets 132.9 Mil
  • Adj. Expense Ratio
    1.230%
  • Expense Ratio 1.230%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 3%

USD | NAV as of Dec 06, 2023 | 1-Day Return as of Dec 06, 2023, 1:28 AM GMT+0

Morningstar’s Analysis STCIX

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

People Pillar

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings STCIX

More STCIX Holdings
  • Current Portfolio Date
  • Equity Holdings 61
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 61.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

13.79
16,881,832
Technology

Apple Inc

12.98
15,884,684
Technology

Amazon.com Inc

6.67
8,164,406
Consumer Cyclical

NVIDIA Corp

6.66
8,151,922
Technology

Eli Lilly and Co

4.55
5,574,198
Healthcare

Meta Platforms Inc Class A

4.34
5,318,319
Communication Services

Alphabet Inc Class A

3.86
4,721,244
Communication Services

Alphabet Inc Class C

3.38
4,137,657
Communication Services

Visa Inc Class A

2.65
3,238,502
Financial Services

UnitedHealth Group Inc

2.44
2,992,709
Healthcare