Virtus Zevenbergen Technology Fund CL C
RCGTX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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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
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 101 Munson Steet Greenfield MA United States of America 01301
- IPO Date
- Feb 5, 2002
- CIK
- 0000867297
- Website
- virtus.com
- Similar Companies
- Business
- Virtus Zevenbergen Technology Fund Class C (RCGTX) is a mutual fund that seeks long-term capital appreciation by investing at least 80% of its net assets in common stocks and other equity securities of U.S. companies and U.S.-traded equities within the technology sector, including emerging and mature companies across semiconductors, interactive media services, systems software, and technology hardware; it maintains a concentrated portfolio of 40-70 holdings focused on revenue, cash flow, and earnings growth in innovative firms capitalizing on major technological trends such as disruptive innovation and industry transformation. The fund, managed by Zevenbergen Capital Investments LLC—a specialist in growth equity strategies since 1987—targets high-growth companies, often founder-led, across various market capitalizations and business cycle stages, with top holdings including NVIDIA Corp, Alphabet Inc. Class C, Microsoft Corp, Meta Platforms Inc, and Apple Inc as of September 30, 2025. Headquartered in Hartford, Connecticut, under Virtus Investment Partners, Inc., the fund traces its Class A inception to February 5, 2002, with the broader Virtus Investment Trust series originating in 1995, and primarily serves U.S. investors through financial intermediaries with assets under management exceeding $1.6 billion as of December 2025. In a significant recent development, effective January 21, 2026, Class C shares will no longer be available for purchase by new or existing shareholders, reflecting a strategic shift in share class availability as detailed in the latest prospectus supplement. Meanwhile, parent company Virtus Investment Partners announced in December 2025 a definitive agreement to acquire a majority interest in Keystone National for up to $370 million, enhancing private credit capabilities, alongside a strategic minority investment in Crescent Cove to broaden private markets offerings in high-growth technology lending—moves poised to indirectly support affiliate funds like RCGTX through expanded platform resources. The fund operates within the U.S. Morningstar Technology category, benchmarking against the S&P North American Technology Index, and distributes dividends semi-annually while emphasizing rigorous fundamental analysis to navigate market volatility and sector-specific risks.