VZGRX Mutual Fund
VZGRX Mutual Fund
VZGRX Mutual Fund
Virtus Zevenbergen Innovative Growth Stock Fund Class R6
VZGRX Mutual Fund Overview
VZGRX Mutual Fund (Virtus Zevenbergen Innovative Growth Stock Fund Class R6) is managed by Virtus Investment Partners with $8.2M in net assets. VZGRX expense ratio is 0.90%, holding 35 positions across sectors including Information Technology, Consumer Discretionary, Communication Services. 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 0.86%. VZGRX dividend yield stands at 4.17%, paid semi-annually.
VZGRX top holdings include Nvidia Corp. (9.5%), Tesla Inc (7.5%), Shopify Inc. (6.3%), Mercadolibre Inc (5.5%), Axon Enterprise Inc (5.3%). 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.