Virtus Silvant Focused Growth Fund CL A (PGWAX) Research

This fund primarily aims to achieve its investment goals by concentrating its capital in the common stocks of U.S. corporations with a market valuation exceeding $1 billion. While primarily focused domestically, the portfolio has the flexibility to allocate up to 20% of its total assets to international securities. However, strict limits apply to these foreign holdings: no more than 10% of assets may be invested in any single non-U.S. country, and investments in emerging market securities are also restricted to a maximum of 10% of the fund's assets. It operates as a non-diversified investment vehicle.

Market snapshot

Symbol
PGWAX
Price
$102.81
Day change
+1.62%
Market cap
$2.1B
52-week range
85.25-107.42
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Century Emerging Markets Fund - I Class (AMKIX)
  • Baron Opportunity Fund Inst Shs (BIOIX)
  • Baron Opportunity Fund Retail Shs (BIOPX)
  • Columbia Small Cap Value Fund I Institutional 3 Class (CSVYX)
  • FAM Value Fund Investor Class (FAMVX)
  • Hennessy Focus Fund Institutional Class (HFCIX)
  • Virtus Silvant Focused Growth Fund Instl (PGFIX)
  • ClearBridge Mid Cap Fund Class I (SMBYX)

Open Virtus Silvant Focused Growth Fund CL A (PGWAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.