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While the funds, e.g. SAGAX and ZVNBX, appear to be clones, there are small differences. The Virtus version is an order of magnitude as large, though still small: $504M vs. $46M. The holdings are slightly different, even in their top ten. The Virtus version has higher turnover (91% vs. 29%), while sporting a slightly lower ER (1.25% vs. 1.30%). I find that somewhat surprising, since submanaged funds typically add a layer of cost.You could purchase one of the Zevenbergen Funds (Growth or Genea) investor class for $2,500.00 which is the same for the "A" class of Virtus Zevenbergen Innovative Growth Fund minus the load (maybe different if using a brokerage). Both Growth and Genea are large cap growth funds.
Yes, please respond to @Sven.What next to replace bonds?
@FD1000: Yes - Geroux has proven his worth. BTW - I’ve owned PRWCX since the 90s. Rarely mention it. It’s been a popular favorite here for at least the past decade.Giroux is one of the best managers of all time.
Dodge & Cox just the opposite.
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