About SCATX
Virtus Zevenbergen Innovative Growth Stock Fund Class I is an actively managed mutual fund focused on long-term capital appreciation. The fund invests primarily in a concentrated portfolio of U.S. companies across all market capitalizations and at various stages of their growth cycles, targeting businesses with robust growth prospects and potential for transformative impact. Its investment philosophy emphasizes identifying innovative firms that drive disruptive change, often leveraging technological advances, new business models, or novel healthcare and financial solutions. The portfolio is constructed using bottom-up, fundamental research, with a strong emphasis on understanding the quality of a company’s leadership and growth runway. Managed by Zevenbergen Capital Investments since its 2004 inception, the fund typically maintains a high-conviction, low-turnover approach, favoring a select group of high-growth companies. The fund plays a significant role for investors seeking exposure to industry innovators and disruptors, especially in sectors like technology, consumer discretionary, healthcare, and financial services, aiming to capture the opportunities emerging from major trends shaping the modern economy.
Fund Family Virtus
Category Multi-Cap Growth
Performance Rating Low
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol SCATX
Share Class Class I
Index Russell 3000 Growth TR
SCATX had a total return of 2.09% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.99%.
