Zevenbergen Genea Fund Quote
| ZVGIX Fund | USD 45.43 0.53 1.18% |
PerformanceVery Weak
| Odds Of DistressLow
|
Zevenbergen Genea is trading at 45.43 as of the 22nd of March 2025; that is 1.18 percent up since the beginning of the trading day. The fund's open price was 44.9. Zevenbergen Genea has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The fund seeks to invest in companies benefiting from advancements in technology regardless of sector or industry. With a long-term investment horizon, the Adviser identifies companies with significant growth potential, strong competitive advantages, a sizeable addressable market, product differentiation and quality management. More on Zevenbergen Genea Fund
Moving together with Zevenbergen Mutual Fund
Zevenbergen Mutual Fund Highlights
| Fund Concentration | Zevenbergen Capital Investments Funds, Large Growth Funds, Large Growth, Zevenbergen Capital Investments (View all Sectors) |
| Update Date | 31st of March 2025 |
Zevenbergen Genea Fund [ZVGIX] is traded in USA and was established 22nd of March 2025. Zevenbergen Genea is listed under Zevenbergen Capital Investments category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Zevenbergen Capital Investments family. This fund at this time has accumulated 30.72 M in net assets with minimum initial investment of 50 K. Zevenbergen Genea is currently producing year-to-date (YTD) return of 1.9%, while the total return for the last 3 years was 9.05%.
Check Zevenbergen Genea Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Zevenbergen Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Zevenbergen Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Zevenbergen Genea Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Zevenbergen Genea Fund Mutual Fund Constituents
| W | Wayfair | Stock | Consumer Discretionary | |
| SHOP | Shopify | Stock | Information Technology | |
| SNAP | Snap Inc | Stock | Communication Services | |
| ZM | Zoom Video Communications | Stock | Information Technology | |
| Z | Zillow Group Class | Etf | Real Estate | |
| UBER | Uber Technologies | Stock | Industrials | |
| TWLO | Twilio Inc | Stock | Information Technology | |
| TTD | Trade Desk | Stock | Information Technology |
Zevenbergen Genea Risk Profiles
Zevenbergen Genea Against Markets
Other Information on Investing in Zevenbergen Mutual Fund
Zevenbergen Genea financial ratios help investors to determine whether Zevenbergen Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Zevenbergen with respect to the benefits of owning Zevenbergen Genea security.
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