The most notable companies in this group are Amazon.com (NASDAQ:AMZN), NVIDIA Corp (NASDAQ:NVDA), Tesla (NASDAQ:TSLA), Uber Technologies (NYSE:UBER), Shopify (NYSE:SHOP), Trade Desk (The) (NASDAQ:TTD), Exact Sciences Corp (NASDAQ:EXAS).
The investment seeks long-term capital appreciation.
The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks of U.S. companies and other U.S.-traded equity securities. The Adviser considers U.S.-traded equity securities to include ADRs, as well as securities that are traded in the U.S. that have been issued by companies established, domiciled or operating in foreign countries. It may invest in companies of any size and may invest a portion of its assets in U.S. or non-U.S. issued securities of foreign companies.
The average market capitalization across the Virtus Zevenbergen Innovative Gr Stk R6 MF is 218.7B. The market cap for tickers in the group ranges from 11.9B to 1.53T. AMZN holds the highest valuation in this group at 1.53T. The lowest valued company is EXAS at 11.9B.
The average weekly volume growth across all stocks in the Virtus Zevenbergen Innovative Gr Stk R6 MF was -4%. For the same stocks of the MF, the average monthly volume growth was -15% and the average quarterly volume growth was -17%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 78
P/E Growth Rating: 75
Price Growth Rating: 41
SMR Rating: 66
Profit Risk Rating: 63
Seasonality Score: -20 (-100 ... +100)