The Virtus Zevenbergen Technology Fund reported an 11.56% return for its Class INST shares during the third quarter of 2025. While positive, this performance fell short of its benchmark, the S&P North American Technology Sector Index, which yielded a 13.14% return over the same period.

The fund, managed by Virtus Investment Partners, focuses on investments in technology companies across North America. The quarterly review indicates a period of relative underperformance compared to the broader technology sector, suggesting that specific investment choices or market conditions may have contributed to the difference in returns.

The S&P North American Technology Sector Index, a widely recognized gauge of the technology sector's performance, experienced robust growth in Q3 2025. This benchmark includes companies involved in software, hardware, semiconductors, and other technology-related industries. The fund's performance relative to this index is a key indicator for investors assessing its ability to capture the sector's overall gains.

Virtus Zevenbergen Technology Fund offers various share classes, with the INST class being one option for investors. Detailed information regarding investment strategies, holdings, and fees can be found in the fund's official disclosures.