Virtus Zevenbergen Innovative Growth Stock Fund
Shareclass
Virtus Zevenbergen Innovative Gr Stk I (SCATX)
Type
Open-end mutual fund
Manager
Gender equality score
47
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 1,668 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
24/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
16/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Virtus Zevenbergen Innovative Growth Stock Fund SCATX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Uber Technologies Inc2.8% of assets$15.08M invested
- 2. Zillow Group Inc Class C1.93% of assets$10.42M invested
- 3. Airbnb Inc Ordinary Shares - Class A1.1% of assets$5.91M invested
- 4. ServiceNow Inc4.1% of assets$22.1M invested
- 5. Meta Platforms Inc Class A4.23% of assets$22.78M invested
- 6. On Holding AG1.75% of assets$9.45M invested
- 7. HubSpot Inc0.87% of assets$4.67M invested
- 8. Palo Alto Networks Inc2.03% of assets$10.92M invested
- 9. Amazon.com Inc5.53% of assets$29.79M invested
- 10. Toast Inc Class A1.82% of assets$9.83M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Shopify Inc Registered Shs -A- Subord Vtg6.74% of assets$36.34M invested
- 2. Clearwater Analytics Holdings Inc Class A0.52% of assets$2.79M invested
- 3. Wingstop Inc1.61% of assets$8.65M invested
- 4. Snowflake Inc Ordinary Shares - Class A1.33% of assets$7.2M invested
- 5. The Trade Desk Inc Class A6.29% of assets$33.91M invested
- 6. CrowdStrike Holdings Inc Class A2.58% of assets$13.89M invested
- 7. MercadoLibre Inc6.07% of assets$32.73M invested
- 8. Quanta Services Inc0.79% of assets$4.27M invested
- 9. Repligen Corp0.61% of assets$3.31M invested
- 10. Cadence Design Systems Inc1.28% of assets$6.91M invested
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Financial performance
Performance data provided by
Find more financial data on SCATX at Morningstar.com
Find more financial data on SCATX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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