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Virtus Silvant Focused Growth Fund (PGWCX)

29.13 -0.26 (-0.88%)
As of 8:06 AM EDT. Market Open.

Fund Summary

The fund seeks to achieve its investment objective by normally investing primarily in equity securities of U.S. companies with market capitalizations of at least $1 billion. It may also invest up to 20% of its assets in non-U.S. securities (but no more than 10% in any one non-U.S. country or 10% in emerging market securities). The fund is non-diversified.

Virtus Silvant Focused Growth Fund

New York, NY 10109
1633 BROADWAY
+1 8004985413

Fund Overview

Category Large Growth
Fund Family Virtus
Net Assets 1.25B
YTD Return 14.70%
Yield 0.00%
Morningstar Rating
Inception Date Mar 31, 1999

Fund Operations

Last Dividend 0.00
Last Cap Gain 52.00
Holdings Turnover 65.00%
Average for Category --

Fees & Expenses

Expense PGWCX Category Average
Annual Report Expense Ratio (net) 0.67% 0.99%
Prospectus Net Expense Ratio 0.67% --
Prospectus Gross Expense Ratio 0.70% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.33%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Sandeep Bhatia, PhD, CFA. Mr. Bhatia currently serves as Managing Director of Silvant. He has been associated with Silvant or an affiliate since 2007. Prior to joining the Silvant team, Mr. Bhatia served as a Senior Research Analyst for Eagle Asset Management, focusing on the healthcare sector from 2005 to 2007. He has worked in investment management since 2000. He earned his Ph.D. in Chemical Engineering from Iowa State University, his Master of Business Administration degree with high honors from the University of Chicago with a concentration in Finance, and his Bachelor of Technology degree in Chemical Engineering from the Indian Institute of Technology.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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