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 provide 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 to non-U.S. companies for broader diversification

Growth Outlook

• Recent stock price range between $52.07 and $70.53 indicates strong market interest
• Trailing twelve months dividend yield of 3.85% reflects consistent income generation
• Focus on innovative growth sectors positions the fund for future expansion

Financial Highlights

• Market capitalization of approximately $421 million showcases significant investor confidence
• Recent quarterly dividend of $2.52889 demonstrates commitment to returning value to shareholders
• Beta of 1.585 suggests higher volatility compared to the overall market

The Virtus Zevenbergen Innovative Growth Stock Fund Class I is designed for investors seeking exposure to growth-oriented companies. By investing primarily in U.S. equities, the fund capitalizes on innovative sectors that are expected to drive future economic growth. The fund's strategy includes a diversified approach, allowing for investments in both domestic and select international companies. The recent financial metrics indicate a solid foundation, with a competitive dividend yield and a robust market presence. Investors may find this fund appealing for its potential to deliver long-term capital appreciation while providing a steady income stream.