Morningstar

Virtus Silvant Large-Cap Growth Stock Fund Class R6 STCZX

Morningstar Medalist Rating
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Medalist Rating as of See Virtus Investment Hub
  • NAV / 1-Day Return $18.83  /  +0.32 %
  • Fund Size $237.9M
  • Adjusted Expense Ratio 0.620%
  • Net Expense Ratio 0.720%
  • Fee Level: Distribution Average
  • Share Class Type Retirement, Large
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 12%
NAV and 1-Day Return as of

Morningstar’s Analysis STCZX

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

  • People Pillar

    The People Pillar is our evaluation of the STCZX 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 STCZX’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 R6 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
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Portfolio Holdings STCZX

More STCZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 58.2
Top 10 Holdings
% Portfolio Weight
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