Virtus Asset Trust - Virtus Zevenbergen Innovative Growth Stock Fund(NASDAQMUTFUND) SCATX

Virtus Zevenbergen Innovative Growth Stock Fund Class I focuses on investing in American companies and equity instruments traded on U.S. exchanges. The fund aims to achieve long-term capital appreciation through a diversified portfolio of innovative growth stocks.

Products and Services

• Invests at least 80% of net assets in U.S. common shares
• Includes American Depositary Receipts (ADRs) and other U.S.-listed securities
• Allocates a portion of holdings to non-U.S. companies

Growth Outlook

• Recent stock price range between $52.07 and $70.53 indicates strong market interest
• Dividend yield of 3.88% reflects commitment to returning value to investors
• Market capitalization of $418.12 million supports growth potential

Financial Highlights

• Recent quarterly dividend of $2.52889 per share demonstrates financial stability
• Trailing twelve months (TTM) dividend yield of 3.88% is competitive
• Stock price change of -0.97% shows resilience in a fluctuating market

The Virtus Zevenbergen Innovative Growth Stock Fund Class I is designed for investors seeking exposure to innovative growth sectors within the U.S. market. The fund's strategy emphasizes a diversified approach, allowing for investments across various company sizes and sectors. The focus on American companies, along with the inclusion of international securities, provides a broad investment horizon. The recent financial metrics indicate a solid foundation, with a competitive dividend yield and a significant market capitalization, suggesting potential for future growth.