About PGWAX
The Virtus Silvant Focused Growth Fund Class A is a large growth mutual fund designed to generate long-term capital appreciation by investing primarily in a concentrated portfolio of U.S. large-cap companies. The fund seeks out businesses with strong fundamentals and above-average growth prospects, emphasizing trends such as sustained earnings growth, robust revenues, improving cash flows, and increasing returns on invested capital. Employing comprehensive bottom-up research, the fund targets well-managed firms positioned as industry leaders or innovators, often including technology, communication services, consumer cyclical, healthcare, and financial sectors. Its high-conviction approach results in a relatively small number of holdings, with a significant portion of assets allocated to the top companies, reflecting the managers’ strong views on select opportunities. The fund is recognized for its disciplined investment process and focus on companies that may benefit from secular trends or disruptive products. This strategy aims to outperform traditional growth indices over time, making the fund a notable participant in the U.S. mutual fund landscape for investors seeking focused exposure to large-cap growth equities.
Fund Family Virtus
Category Large-Cap Growth
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol PGWAX
Share Class A
Index Russell 1000 Growth TR
PGWAX had a total return of 4.44% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.55%.
