About ZVNBX
The Zevenbergen Growth Fund Investor Class is a mutual fund focused on achieving long-term capital appreciation by investing primarily in large-cap growth equities. Managed by Zevenbergen Capital Investments, this fund targets companies that demonstrate strong growth potential, industry leadership, and sizable addressable markets. Its portfolio emphasizes sectors such as technology, consumer discretionary, and communication services, with significant exposure to high-growth firms like NVIDIA, Tesla, Amazon, and MercadoLibre. Most assets are concentrated in stocks, including a notable allocation to foreign equities, and the fund maintains a relatively concentrated portfolio with over half its assets in the top ten holdings. The investment team seeks companies with competitive advantages and disruptive capabilities, often emphasizing technological innovation. The fund features a no-load structure, requires a moderate minimum initial investment, and carries a higher-than-average expense ratio compared to peers. Through its growth-oriented strategy and disciplined research process, the Zevenbergen Growth Fund Investor Class plays a distinctive role in the large growth mutual fund category, appealing to investors seeking exposure to innovative and leading-edge companies.
Category Large Growth
Performance Rating Low
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol ZVNBX
Share Class Investor Class
Index Russell 3000 Growth TR
ZVNBX had a total return of 3.26% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.42%.
