Morningstar

Virtus Silvant Focused Growth C PGWCX

Morningstar Medalist Rating
Medalist Rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 34.36  /  +1.00 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    1.720%
  • Expense Ratio 1.720%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 10%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0

Morningstar’s Analysis PGWCX

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

  • People Pillar

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

A highly concentrated growth strategy.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

Virtus Silvant Focused Growth’s high-conviction approach offers promising traits, though it hasn’t consistently demonstrated its worth.

by Chris Tate
Rated on Published on

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Portfolio Holdings PGWCX

More PGWCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 71.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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