ZVGIX Mutual Fund (Zevenbergen Genea Fund Institutional Class) is managed by Zevenbergen Funds with $64.2M in net assets. ZVGIX expense ratio is 1.00%, holding 31 positions across sectors including Information Technology, Consumer Discretionary, Communication Services. Inception date: 2015-08-31.

ZVGIX performance shows a YTD return of 7.59%. The 1-year return is 8.21% and the 5-year return is 1.86%.

ZVGIX top holdings include Tesla, Inc. (10.2%), Nvidia Corp (10.1%), Shopify Inc. (8.0%), Mercadolibre Inc Common Stock (7.1%), Axon Axon Enterprise Inc. (6.4%). View all ZVGIX holdings, sector breakdown, or dividend history.

ZVGIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ZVGIX alternatives are available via the screener, along with tax-loss harvesting opportunities.