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Virtus Zevenbergen Innovative Growth Stock Fund I: (MF: SCATX)

(NASDAQ Mutual Funds) As of Apr 1, 2026 07:01 PM ET

$55.11 USD

+0.54 (0.99%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD -7.14 96
3 months -7.20 95
6 months -9.23 97
1 Year 7.48 82
3 Year 23.35 16
5 Year -2.00 97
10 Year 16.91 6

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -52.14
Bull Market (2/09 - 3/21) 1,457.44

Load Adjusted Returns as of Feb 28, 2026

1 Year 10.22
5 Year -0.04
10 Year 15.92
Since Inception 12.09

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -13.66 29.92 1.58 -3.26
2024 12.19 2.27 7.75 9.84
2023 31.93 14.86 -5.65 15.80
2022 -19.11 -42.21 9.67 -12.80
2021 -7.81 8.28 -4.46 -5.55

Annual Return

20262025202420232022202120202019201820172016
% Total Return -7.1410.2235.8165.58-55.30-9.93119.6737.0211.0434.29-2.11
% Total Return Rel to Index -3.67-7.9910.7939.33-37.10-38.61101.265.5315.4412.50-14.05
% Total Return Rel to Peer -3.75-2.4916.4242.58-35.60-31.9899.758.5917.9013.61-9.93
% Perf Quintile vs Peer* 5.004.000.001.005.005.001.001.001.001.005.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.000.000.000.001.110.000.000.001.362.133.22
Expense Ratio 0.001.001.000.991.021.001.001.011.271.301.31

* 1 = Top 20%, 5 = Bottom 20%