VZGRX Mutual Fund

VZGRX Mutual Fund (Virtus Zevenbergen Innovative Growth Stock Fund Class R6) is managed by Virtus Investment Partners with $7.6M in net assets. VZGRX expense ratio is 0.90%, holding 35 positions across sectors including Information Technology, Industrials, Consumer Discretionary. Inception date: 2020-10-20.

VZGRX performance shows a YTD return of -1.50%. The 1-year return is -2.53% and the 5-year return is 0.10%. VZGRX dividend yield stands at 3.92%, paid semi-annually.

VZGRX top holdings include Nvidia Corp (7.8%), Tesla Inc (7.4%), Advanced Micro Devices Inc (7.3%), Axon Enterprise Inc (6.4%), Shopify Inc (4.6%). Go to all VZGRX holdings, VZGRX sectors, or VZGRX dividends.

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