About ZVGIX
The Zevenbergen Genea Fund Institutional Class is an equity mutual fund that captures long-term capital appreciation by investing primarily in companies benefiting from technological advancements across a range of industries. Positioned within the large growth category, the fund is characterized by a concentrated portfolio and high-conviction holdings, typically focusing on high-growth businesses with robust innovation potential. Key sectors represented include consumer discretionary, technology, industrials, and communication services, with a substantial portion of assets allocated to leading names such as Tesla, NVIDIA, MercadoLibre, and Shopify. This institutional share class targets investors seeking exposure to dynamic and transformative companies, emphasizing active management and strategic sector allocation. The fund’s approach is defined by disciplined research, a high concentration in top holdings, and an inclination toward visionary leadership and disruptive innovation. Managed by Zevenbergen Capital Investments, the fund is notable for its focused sector exposure and the pursuit of growth opportunities throughout various market conditions, offering a unique blend of market relevance and innovation-driven investment strategy.
Fund Family Zevenbergen Capital Investments
Category Large Growth
Performance Rating Below Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol ZVGIX
Share Class Institutional Class
Index Russell 3000 Growth TR
ZVGIX had a total return of -9.66% in the past year, including dividends. Since the fund's
inception, the average annual return has been 16.86%.
