SCATX : Virtus Zevenbergen Innovative Growth Stock Fund Class I

SCATX is a US Stocks Market Large Growth with MODERATE fees.

SCATX

Virtus Zevenbergen Innovative Growth Stock Fund Class I

FI Score

39 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

8 /10

Market Size

4 /10

39% FI Score
  • scatx
  • Mutual Fund
  • US Stocks
  • Large Growth

Virtus Zevenbergen Innovative Growth Stock Fund Class I

Expenses: 1.01% (Better than 1% of similar funds)

This is a bad choice for a Large Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks of U.S. companies and other U.S.-traded equity securities. The Adviser considers U.S.-traded equity securities to include ADRs, as well as securities that are traded in the U.S. that have been issued by companies established, domiciled or operating in foreign countries. It may invest in companies of any size and may invest a portion of its assets in U.S. or non-U.S. issued securities of foreign companies.

Largest Holdings

Amount Holding
6.74% Teladoc Health Inc
6.29% Netflix Inc
6.09% Amazon.com Inc
5.61% Shopify Inc A
5.38% RingCentral Inc Class A
5.16% NVIDIA Corp
5.02% Tesla Inc
4.29% Facebook Inc A
4.23% Exact Sciences Corp
4.07% The Trade Desk Inc A
3.92% MercadoLibre Inc
3.91% Okta Inc A
3.71% ServiceNow Inc
3.06% PayPal Holdings Inc
2.98% Adobe Inc
2.61% CoStar Group Inc
2.44% Alibaba Group Holding Ltd ADR
2.36% Zillow Group Inc C
2.18% Biomarin Pharmaceutical Inc
2.13% Chewy Inc
2.05% Uber Technologies Inc
1.75% Goosehead Insurance Inc Class A
1.61% Paylocity Holding Corp
1.59% Luckin Coffee Inc ADR
1.49% Veeva Systems Inc Class A

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