Virtus Silvant Focused Growth Fund CL A
PGWAX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 101 Munson Steet Greenfield MA United States of America 01301
- IPO Date
- Oct 26, 1990
- CIK
- 0000867297
- Website
- virtus.com
- Similar Companies
- Business
- Virtus Silvant Focused Growth Fund (PGWAX) is an open-end mutual fund that seeks long-term capital appreciation by investing primarily in a concentrated portfolio of U.S. large-cap growth companies exhibiting strong business fundamentals, above-average earnings growth potential, improving cash flows, and increasing returns on invested capital; the fund normally invests at least 65% of its assets in common stocks of growth companies with market capitalizations of at least $5 billion, employing a bottom-up fundamental research process to identify secular trends and disruptive products or services across market segments often overlooked by traditional growth managers, with a typical holding of 25 to 35 securities and top sectors including information technology (over 50%), communication services, and consumer discretionary. Launched on October 26, 1990, and domiciled in the United States, the fund is managed by Silvant Capital Management LLC, a growth equity investment adviser and affiliate of Virtus Investment Partners, Inc., which serves as the fund's investment adviser and maintains headquarters in Hartford, Connecticut; Silvant Capital, headquartered in Greenfield, Massachusetts, oversees the portfolio with a team led by Chief Investment Officer Michael A. Sansoterra, Managing Director Sandeep Bhatia, and Managing Director Brandi Allen, all appointed as portfolio managers effective July 25, 2022. The fund offers multiple share classes including Class A (PGWAX, with a 5.50% front-end load and 0.95% net expense ratio), Institutional Class (PGFIX), and Class C (PGWCX, to be discontinued for new purchases effective January 21, 2026), targeting individual and institutional investors seeking large growth exposure primarily in the U.S. market with minor non-U.S. stock allocations. In recent developments, Silvant Capital Management amended its Q3 2025 13F filing on November 18, 2025, disclosing a $2.83 billion portfolio across 406 positions with a 6.95% quarterly increase, reflecting ongoing adjustments including three complete exits and emphasis on top holdings comprising 58.6% of assets; the fund earned recognition in Investor's Business Daily's 2025 Best Mutual Funds awards for top performance among U.S. diversified stock, growth stock, and large-cap stock funds over 1-, 3-, 5-, and 10-year periods ended December 31, 2024, and delivered a 7.42% return for the institutional class in Q3 2025, outperforming the Russell 1000 Growth Index. As of December 2025, Virtus Investment Partners, the fund's parent adviser managing $169.3 billion in assets across 24 affiliates, announced a strategic minority investment in Crescent Cove Advisors on December 15, 2025, expanding private markets capabilities in high-growth technology lending, though this does not directly alter the Silvant Focused Growth Fund's equity strategy.