Virtus Zevenbergen Innovative Growth Stock Fund Class I (SCATX) Research

The fund primarily invests a minimum of 80% of its net assets (including any borrowed funds for investment) in common shares of American companies and other equity instruments traded on U.S. exchanges. The Adviser broadly defines these U.S.-traded equity securities to include American Depositary Receipts (ADRs) and other securities listed in the U.S. from companies established, domiciled, or operating in foreign nations. Investments are not restricted by company size, and the fund may also allocate a portion of its holdings to securities from non-U.S. companies, whether these are issued in the U.S. or internationally.

Market snapshot

Symbol
SCATX
Price
$62.86
Day change
+2.10%
Market cap
$401.9M
52-week range
52.07-70.53
Sector
Financial Services
Industry
Asset Management

Peer companies

  • CRM Mid Cap Value Inv (CRMMX)
  • Frost Credit Fund Investor Class Shares (FCFAX)
  • Victory RS International Fund - Class A (GUBGX)
  • Manning & Napier Fd, Inc. Pro-Blend Extended Term Srs Cl S (MNBAX)
  • PFG Fidelity Institutional AM Equity Index Strategy Fund Class R (PFFFX)
  • PGIM Jennison MLP Fund Class Z (PRPZX)
  • Victory RS International Fund - Class Y (RSIGX)
  • BlackRock LifePath Retirement Portfolio Institutional (STLAX)

Open Virtus Zevenbergen Innovative Growth Stock Fund Class I (SCATX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.