Nasdaq - Delayed Quote USD

Virtus Zevenbergen Innovative Gr Stk I (SCATX)

59.72 +0.91 (+1.55%)
At close: 8:01 PM EST
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DELL
  • Previous Close 58.81
  • YTD Return 23.06%
  • Expense Ratio 1.00%
  • Category Large Growth
  • Last Cap Gain 12.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 505.82M
  • Beta (5Y Monthly) 1.48
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 20.00%
  • Last Dividend --
  • Inception Date Feb 23, 2004

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.

Virtus

Fund Family

Large Growth

Fund Category

505.82M

Net Assets

2004-02-23

Inception Date

Performance Overview: SCATX

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Trailing returns as of 11/20/2024. Category is Large Growth.

YTD Return

SCATX
23.06%
Category
12.38%
?

1-Year Return

SCATX
53.00%
Category
41.70%
?

3-Year Return

SCATX
7.39%
Category
22.56%
?

5-Year Return

SCATX
15.02%
Category
21.98%
?

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Holdings: SCATX

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Top 10 Holdings (58.21% of Total Assets)

SymbolCompany% Assets
NVDA
NVIDIA Corporation 8.47%
MELI
MercadoLibre, Inc. 7.59%
TSLA
Tesla, Inc. 7.57%
TTD
The Trade Desk, Inc. 6.33%
SHOP.TO
Shopify Inc. 5.86%
AXON
Axon Enterprise, Inc. 5.30%
AMZN
Amazon.com, Inc. 5.12%
META
Meta Platforms, Inc. 4.28%
UBER
Uber Technologies, Inc. 3.97%
EXAS
Exact Sciences Corporation 3.72%

Sector Weightings

Recent News: SCATX

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Research Reports: SCATX

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