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Virtus Asset Trust - Virtus Silvant Small-Cap Growth Stock Fund (SCGIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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5.490.00 (0.00%)
As of 09:01PM EDT. Market open.

Virtus Asset Trust - Virtus Silvant Small-Cap Growth Stock Fund

Greenfield MA 01301

101 Munson Street

Virtus Asset Trust

Management information
,Lead manager since 13 February 2011
Sandeep Bhatia, PhD, CFA. Mr. Bhatia currently serves as Managing Director of Silvant. He has been associated with Silvant or an affiliate since 2007. Prior to joining the Silvant team, Mr. Bhatia served as a Senior Research Analyst for Eagle Asset Management, focusing on the healthcare sector from 2005 to 2007. He has worked in investment management since 2000. He earned his Ph.D. in Chemical Engineering from Iowa State University, his Master of Business Administration degree with high honors from the University of Chicago with a concentration in Finance, and his Bachelor of Technology degree in Chemical Engineering from the Indian Institute of Technology.
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. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategorySmall Growth
Fund familyVirtus
Net assets18.71M
YTD return-23.95%
Yield0.00%
Morningstar rating★
Inception date9 Dec 1999

Fund operations

Last dividendN/A
Last cap gain48.00
Holdings turnover17.00%
Average for categoryN/A

Fees and expenses

ExpenseSCGIXCategory average
Annual report expense ratio (net)1.27%1.21%
Prospectus net expense ratio1.27%N/A
Prospectus gross expense ratio1.53%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.40%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A