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Virtus Silvant Mid-Cap Growth Fund (DRMCX)

6.22
-0.17
(-2.66%)
At close: 8:09:11 AM EDT

Fund Summary

The fund seeks to achieve its objective by normally investing at least 80% of its net assets (plus borrowings made for investment purposes) in common stocks and other equity securities of medium-sized companies. The adviser currently defines medium-sized companies as those having market capitalizations comparable to those companies included in the Russell Midcap Growth Index. The fund normally invests primarily in equity securities of U.S. companies.

Virtus Silvant Mid-Cap Growth Fund

New York, NY 10109
1633 BROADWAY
+1 8004985413

Fund Overview

Category Mid-Cap Growth
Fund Family Virtus
Net Assets 335.11M
YTD Return -2.89%
Yield 0.00%
Morningstar Rating
Inception Date Feb 05, 2002

Fund Operations

Last Dividend 0.01
Last Cap Gain 28.00
Holdings Turnover --
Average for Category --

Fees & Expenses

Expense DRMCX Category Average
Annual Report Expense Ratio (net) 0.76% 1.09%
Prospectus Net Expense Ratio 0.76% --
Prospectus Gross Expense Ratio 0.76% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.27%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Sowmdeb serves as Portfolio Manager for the Large Cap Core Growth and the Mid Cap Growth strategies. He also serves as a Sector Portfolio Manager with Consumer Discretionary, Communication Services and Financials sector responsibilities. Prior to joining Silvant in 2010, Sowmdeb served as a research analyst for Certium Asset Management for two years covering European Financial and Health Care sectors as well as Southeast Asian markets. Prior to joining Certium, Sowmdeb worked for Eagle Asset Management for eight years covering Financials. Sowmdeb earned a M.S. in Mathematical Finance from the University of Southern California in 2000, a M.S. in Economics from SUNY Buffalo in 1999, and a M.S. in Mathematics from the Indian Institute of Technology, Bombay in 1998. Sowmdeb has worked in investment management since 1999.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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