Virtus Strategic Growth B
101 Munson Steet Greenfield MA 01301
Phone: 800-243-1574
| Category: |
Large Growth |
| Fund Family: |
Virtus |
| Net Assets: |
4.16M |
| Year-to-Date Return: |
-6.12% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
16-Oct-95 |
|
Doug S. Couden
Lead Manager since
31-Dec-05 |
|
| Couden is a Senior Portfolio Manager at Engemann (since June 2006) and Senior Portfolio Manager and Director of Equity at Seneca Capital Management Advisors, LLC, an affiliate of Engemann. He began managing equities in October 2004, and he also continues to be an equity analyst. Couden joined Seneca in 1997. Prior to joining Seneca in 1996, he was a business analyst with PaineWebber. Couden has 13 years investment experience. Couden holds the Chartered Financial Analyst designation. |
| Min Initial Investment: |
$500 |
| Min Initial Investment, IRA: |
$25 |
| Min Initial Investment, AIP: |
$25 |
| Min Subsequent Investment: |
$25 |
| Min Subsequent Investment, IRA: |
$25 |
| Min Subsequent Investment, AIP: |
$25 |
|
|
|
| The investment seeks long-term capital growth. The fund normally invests at least 65% of total assets in stocks of large-capitalization companies that, at the time of initial purchase, have market capitalizations within the range of companies included in the Russell 1000(R) Growth index. It may invest in stocks of small and medium capitalization companies. |
| Last Dividend
(20-Dec-95):
|
0.01 |
| Last Cap Gain
(20-Dec-01):
|
0.04 |
| Annual Holdings Turnover
|
N/A |
| Average for Category:
|
109.93% |
|
| Expense |
PBTHX |
Category
Avg |
| Total Expense Ratio: |
2.28%
|
1.33% |
| Max 12b1 Fee: |
1.00%
|
N/A |
| Max Front End Sales Load: |
%
|
5.43% |
| Max Deferred Sales Load: |
5.00%
|
2.63% |
| 3 Yr Expense Projection*: |
$912 |
$653 |
| 5 Yr Expense Projection*: |
$1,220 |
$1,027 |
| 10 Yr Expense Projection*: |
$2,427 |
$2,050 |
|
|
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