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Mid-Cap Growth

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 12/31/23.