Virtus Zevenbergen Innovative Growth Stock Fund (SCATX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Virtus Zevenbergen Innovative Growth Stock Fund
Greenfield MA 01301
101 Munson Street
Virtus Asset Trust
Management Information
,Lead Manager since February 22, 2004
Ms. Zevenbergen established ZCI in 1987, creating a responsive, research-focused investment firm. Prior to founding the ZCI, she was a Portfolio Manager and Research Analyst for Rainier National Bank for six years. She was responsible for supervising trust assets for individuals and organizations with diverse investment goals and varying constraints. Currently, Ms. Zevenbergen oversees the firm’s investment policy and portfolio management decisions, maintaining a strong commitment to original research. She graduated from the University of Washington, earning a BA in Business Administration with a concentration in Finance, is a CFA charterholder and a member of both the CFA Institute and the CFA Society of Seattle. Ms. Zevenbergen serves as an Independent Trustee of the Smead Funds Trust. Furthermore, she serves on the Seattle Pacific Foundation Board of Directors as chair of the Investment Committee, and is a member of the University of Washington Foster School of Business Advisory Board.
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Morningstar Category
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Fund Overview
CategoryLarge Growth
Fund FamilyVirtus
Net Assets584.66M
YTD Return12.20%
Yield0.00%
Morningstar Rating★
Inception DateFeb 22, 2004
Fund Operations
Last DividendN/A
Last Cap Gain12.00
Holdings Turnover20.00%
Average for CategoryN/A
Fees & Expenses
ExpenseSCATXCategory Average
Annual Report Expense Ratio (net)1.25%0.99%
Prospectus Net Expense Ratio1.25%N/A
Prospectus Gross Expense Ratio1.38%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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