Virtus Introduces Two Actively Managed ETFs from Zevenbergen
Open-end funds were converted to ETFs providing investors the same investment philosophy and portfolio management approach through an ETF structure
NEW YORK–(BUSINESS WIRE)–Virtus Investment Partners, Inc. (NYSE: VRTS) today announced the introduction of new ETFs managed by Zevenbergen established through the conversion of two Zevenbergen mutual funds to exchange-traded funds (ETFs). Effective today, the Zevenbergen Growth Fund and Zevenbergen Genea Fund have been reorganized into the Virtus Zevenbergen Innovative Growth ETF (NYSE Arca: ZINN) and Virtus Zevenbergen Discovery Growth ETF (NYSE Arca: ZDIS), respectively.
|
Former Mutual Fund |
Inception |
AUM* |
New ETF |
Ticker |
|
Zevenbergen Growth Fund |
08/31/2015 |
$137.7 |
Virtus Zevenbergen |
ZINN |
|
Zevenbergen Genea Fund |
08/31/2015 |
$70.1 |
Virtus Zevenbergen |
ZDIS |
|
*As of June 30, 2026; $ millions |
||||
Both ETFs will continue to be managed by Zevenbergen Capital Investments LLC (ZCI), an investment manager of Virtus Investment Partners, retaining the high-growth equity investment strategies of the predecessor mutual funds.
- Virtus Zevenbergen Innovative Growth ETF (ZINN) seeks long-term capital appreciation by investing in a concentrated portfolio of companies across capitalizations and life cycle stages that ZCI believes exhibit strong growth prospects.
- Virtus Zevenbergen Discovery Growth ETF (ZDIS) seeks long-term capital appreciation by investing in a concentrated portfolio of companies across capitalizations in the early stages of their life cycle that ZCI believes exhibit exceptional growth prospects, often driven by technological advancement.
“The introduction of ZINN and ZDIS expands Virtus’ lineup of actively managed ETF strategies and gives investors access to Zevenbergen Capital Investments’ distinctive approach to growth investing through a vehicle which offers intraday tradability, full transparency, and tax efficiencies,” said William J. Smalley, executive managing director, Virtus ETF Solutions.
“Innovation is accelerating, and the founders challenging conventional wisdom are building the companies we believe will define the next decade. We want to thank the shareholders who have owned that research for more than a decade and recognize them by moving to an ETF structure that provides increased transparency and access. Virtus has been an exceptional partner, and we look forward to expanding that relationship through their ETF expertise and distribution reach,” said Nancy Zevenbergen, CFA, president and chief investment officer of Zevenbergen Capital Investments.
About Zevenbergen Capital Investments
Zevenbergen Capital Investments (ZCI) is an SEC-registered investment adviser specializing in high-growth and technology equity strategies for separately managed portfolios, mutual funds and exchange-traded funds. Founded in 1987, ZCI translates business and industry insights into client results, investing in founder-led companies with strong financials and experienced management teams. An agile, forward-looking research process seeks to uncover underappreciated companies before the mainstream, supported by a long-term orientation and a willingness to embrace market volatility. ZCI’s mission is to create lasting wealth for clients with unwavering integrity.
About Virtus ETF Solutions
Virtus ETF Solutions is a multi-manager ETF sponsor that offers actively managed and index-based investment capabilities across multiple asset classes, seeking to deliver a family of complementary ETFs that provide investors access to differentiated investment capabilities from select managers.
About Virtus Investment Partners, Inc.
Virtus Investment Partners (NYSE: VRTS) is a distinctive partnership of boutique investment managers singularly committed to the long-term success of individual and institutional investors. We provide investment products and services from our investment managers, each with a distinct investment style and autonomous investment process, as well as select subadvisers. Investment solutions are available across multiple disciplines and product types to meet a wide array of investor needs. Additional information about our firm, investment partners, and strategies is available at virtus.com.
Risk Considerations
Exchange-Traded Funds (ETF): The value of an ETF may be more volatile than the underlying portfolio of securities it is designed to track. The costs to the portfolio of owning shares of an ETF may exceed the cost of investing directly in the underlying securities. Equity Securities: The market price of equity securities may be adversely affected by financial market, industry, or issuer-specific events. Focus on a particular style or on small, medium, or large-sized companies may enhance that risk. Foreign Investing: Investing in foreign securities subjects the portfolio to additional risks such as increased volatility; currency fluctuations; less liquidity; less publicly available information about the foreign investment; and political, regulatory, economic, and market risk. Limited Number of Investments: Because the portfolio has a limited number of securities, it may be more susceptible to factors adversely affecting its securities than a portfolio with a greater number of securities. Sector Focused Investing: Events negatively affecting a particular industry or market sector in which the portfolio focuses its investments may cause the value of the portfolio to decrease. Consumer Concentration: Because the portfolio is presently heavily weighted in the consumer sector, it will be impacted by that sector’s performance more than a portfolio with broader sector diversification. Technology Concentration: Because the portfolio is presently heavily weighted in the technology sector, it will be impacted by that sector’s performance more than a portfolio with broader sector diversification. Market Volatility: The value of the securities in the portfolio may go up or down in response to the prospects of individual companies and/or general economic conditions. Local, regional, or global events such as war or military conflict, terrorism, pandemic, or recession could impact the portfolio, including hampering the ability of the portfolio’s manager(s) to invest its assets as intended. Prospectus: For additional information on risks, please see the fund’s prospectus. Please consider a Fund’s investment objectives, risks, charges, and expenses before investing. Contact us at 888.383.0553 or visit virtus.com for a prospectus, which contains this and other information about the Fund. Read the prospectus carefully before investing.
Not FDIC Insured. May Lose Value. Not Bank Guaranteed.
ETFs distributed by VP Distributors, LLC, member FINRA and subsidiary of Virtus Investment Partners, Inc.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260817648892/en/
Media Relations Contacts
Zachary Allegretti II
(973) 214-5581
[email protected]
Laura Parsons
(860) 503-1382
[email protected]
KEYWORDS: New York United States North America
INDUSTRY KEYWORDS: Asset Management Professional Services Finance
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