STCAX - Virtus Silvant Large-Cap Growth Stk I

Nasdaq - Nasdaq Delayed Price. Currency in USD

Virtus Silvant Large-Cap Growth Stk I

Virtus Asset Trust101 Munson StreetGreenfield MA 01301
888-784-3863
Management Information
Sandeep Bhatia,Lead Manager since February 13, 2011
Sandeep Bhatia, PhD, CFA, currently serves as Managing Director of Silvant. He has been associated with Silvant or an affiliate since 2007. Prior to joining Silvant, Mr. Bhatia served as a Senior Research Analyst for Eagle Asset Management, focusing on the healthcare sector from 2005 to 2007. Previously, he worked as a sell-side senior equity research analyst in the healthcare sector at Piper Jaffray and as an equity research analyst at Dain Rauscher Wessels. Mr. Bhatia has worked in investment management since 2000 and is a Chartered Financial Analyst. He earned his Ph.D. in Chemical Engineering from Iowa State University, his Masters 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.

Fund Overview

CategoryLarge Growth
Fund FamilyVirtus
Net Assets125.15M
YTD Return27.32%
Yield0.00%
Morningstar Rating★★★
Inception DateJun 30, 1992

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover42.00%
Average for CategoryN/A

Fees & Expenses

ExpenseSTCAXCategory Average
Annual Report Expense Ratio (net)0.97%1.11%
Prospectus Net Expense Ratio0.97%N/A
Prospectus Gross Expense Ratio1.23%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.29%
Max Deferred Sales LoadN/A1.63%
3 Yr Expense Projection338N/A
5 Yr Expense Projection624N/A
10 Yr Expense Projection1,441N/A