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.
|Benchmark||Russell Midcap® Growth|
|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.