Virtus All-Cap Growth C
101 Munson Steet Greenfield MA 01301
Map
Phone: 800-243-1574
| Category: | Large Growth | | Fund Family: | Virtus | | Net Assets: | 5.90M | | Year-to-Date Return: | -26.29% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Jan-94 |
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Douglas Couden
Lead Manager since
10-Jul-06 | | | Couden is a Senior Portfolio Manager at Engemann (since June 2006) and Senior Portfolio Manager and Director of Equity at SCM Advisors, LLC, an affiliate of Engemann. Prior to joining SCM Advisors in 1996, he was a business analyst with PaineWebber, Inc. Couden has 14 years of investment experience. Couden holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $500 | | Min Initial Investment, IRA: | $25 | | Min Initial Investment, AIP: | $25 | | Min Subsequent Investment: | $25 | | Min Subsequent Investment, IRA: | $25 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks long-term capital appreciation. The fund focuses on purchasing common stocks of domestic corporations with rapidly growing earnings. The companies may be of any capitalization and may be unseasoned or established. |
| Last Dividend
(26-Dec-95):
| 0.30 | | Last Cap Gain
(20-Jun-08):
| 0.50 | | Annual Holdings Turnover
| 12.00% | | Average for Category:
| 98.66% |
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| Expense | PGOCX | Category
Avg | | Total Expense Ratio: | 2.44%
| 1.35% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 1.00%
| 2.68% | | 3 Yr Expense Projection*: |
$739 | $622 | | 5 Yr Expense Projection*: |
$1,265 | $957 | | 10 Yr Expense Projection*: |
$2,706 | $1,889 |
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1.58% Nasdaq 
1.21%
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