STCZX Mutual Fund

STCZX Mutual Fund

NAV$17.79
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Fund Essentials - as of Sep 30, 2026

Net Assets
$3M
Expense Ratio
0.62%
Dividend Yield (Current)
-
Holdings
59
Inception Date
Aug 1, 2014
Fund Family
Virtus Investment Partners
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD-1.43%
1 Year-3.18%
3 Year+21.75%
5 Year+11.01%
10 Year+16.96%

Asset Allocation

Stocks: 99.49%
Other: 0.51%
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Top Holdings

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TickerNameWeight
NVDANVIDIA Corp17.14%
GOOGLAlphabet Inc,class A9.83%
MSFTMicrosoft Corp6.83%
METAMeta Platforms Inc Class A4.55%
AVGOBroadcom Inc4.52%
Top 10 Concentration: 58.66%Report Date: Sep 30, 2026
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Dividend Summary

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Latest Distribution
$0.51
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

STCZX Mutual Fund Overview

STCZX Mutual Fund (Virtus Silvant Large-Cap Growth Stock Fund Class R6) is managed by Virtus Investment Partners with $3.3M in net assets. STCZX expense ratio is 0.62%, holding 59 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 2014-08-01.

STCZX performance shows a YTD return of -1.43%. The 1-year return is -3.18% and the 5-year return is 11.01%.

STCZX top holdings include NVIDIA Corp (17.1%), Alphabet Inc,class A (9.8%), Microsoft Corp (6.8%), Meta Platforms Inc Class A (4.5%), Broadcom Inc (4.5%). Go to all STCZX holdings, STCZX sectors, or STCZX dividends.

STCZX can be compared against other funds. Use STCZX overlap to find shared positions, or STCZX vs another fund for a side-by-side view. STCZX alternatives are available via the screener, along with tax-loss harvesting opportunities.