ZINNVirtus Zevenbergen Innovative Growth ETF
Grow my moneyRanked #3,114 of 3,157 in this goal
Seeks long-term capital appreciation.
By Virtus
Converted from the mutual fund Zevenbergen Growth 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
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Performance
Total-return NAV · USDGrowth of $10,000
$10,144+1.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Multi cap
Strategy
Active selection
Factor
Growth
Focus
General Innovation
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-7.6%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 portfolio primarily invested in common stocks of U.S. innovative growth companies, focusing on sectors like Consumer Discretionary and Information Technology. The strategy emphasizes a research-intensive, bottom-up stock selection process with a moderately concentrated portfolio of 30-50 holdings.
- Inception date
- August 18, 2026
- Fund family
- Virtus
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Data updated on 2026-10-03