The Mid-Cap Growth strategy is benchmarked against the Russell Midcap® Growth Index. As with all Silvant strategies, the Mid-Cap Growth portfolio's goal is to invest in stocks with a competitive advantage, strong profitability metrics, above-average free cash flow, above-average operating margins and positive price trends.
| PORTFOLIO ATTRIBUTES | |
|---|---|
| Benchmark | Russell Midcap® Growth |
| Strategy Inception | 2022 |
| Typical Holdings | 60-80 |
| Active Position Sizes | 0.5%-3.0% |
| Predicted Tracking Error | 3%-6% |
| Typical Annual Turnover* | N/A |
| Typical Sector Weight vs. Benchmark | +/- 2% |
| Subadvised Mutual Fund | Virtus Silvant Mid-Cap Growth Stock Fund |
Data subject to change.
*Rolling 3-year average, as of 12/31/22.