Virtus Zevenbergen Technology Fund Class C (RCGTX)

Overview

The fund is designed for investors looking to capitalize on the growth potential of technology companies in the United States. By focusing on U.S. companies and U.S.-traded equity securities that are either domiciled, established, or operating in foreign countries but listed in the U.S., the fund offers a unique opportunity to gain exposure to the technology sector. It commits at least 80% of its net assets to common stocks and other equity securities of technology firms, including American Depositary Receipts (ADRs) and securities of foreign companies traded on U.S. exchanges. Its non-diversified status allows it to take more significant positions in fewer companies, potentially leading to greater risk and reward.

Products and Services

The fund primarily focuses on the following investment vehicles to achieve its objectives:

• Common Stocks of U.S. Companies - Investing largely in the common stocks of technology companies based in the U.S. This allows investors direct exposure to the equity growth potential of these companies within the tech industry.
• U.S.-Traded Equity Securities - Investments also include U.S.-traded equity securities of technology firms that may be established, domiciled, or operating outside of the U.S. This includes both ADRs and securities traded in the U.S. markets, providing a broader exposure to the global tech sector through U.S. markets.