ZDISVirtus Zevenbergen Discovery Growth ETF
Grow my moneyRanked #3,119 of 3,136 in this goal
Seeks long-term capital appreciation.
By Virtus
Converted from the mutual fund Zevenbergen Genea Fund. Trading as an ETF since August 18, 2026. SEC Form N-14, filed May 14, 2026 (opens in new tab)
Annual Cost
—
Fund Size
—
Not available
Return (1Y)
N/A
Track Record
—
Performance
Total-return NAV · USDGrowth of $10,000
$8,907-10.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundRisk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-13.4%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Actively manages a concentrated portfolio of 20-40 common stocks of U.S. discovery growth companies, focusing on those with higher-than-average revenue growth potential. Investments may include IPOs and foreign companies trading on U.S. exchanges, with a focus on Consumer Discretionary and Information Technology sectors.
- Inception date
- August 18, 2026
- Fund family
- Virtus
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Data updated on 2026-10-03