About PICEX
The Virtus SGA Emerging Markets Equity Fund is an open-end mutual fund focused on providing capital appreciation by investing primarily in equity securities of companies located in emerging markets. This fund typically allocates at least 80% of its assets to equities or equity-linked instruments from issuers that are either organized in, headquartered in, or derive significant revenue from emerging markets, as defined by the MSCI Emerging Markets Index. The portfolio is managed by Sustainable Growth Advisers, LP, which employs a high-conviction, concentrated investment approach concentrating on businesses demonstrating strong, predictable, and sustainable growth potential. Notable features include a diversified set of holdings across sectors and regions, with significant weightings in industries such as financial services, technology, and consumer goods. The fund’s top holdings often represent some of the largest and most influential companies in developing economies, contributing to its role as a vehicle for investors seeking exposure to global growth trends outside of developed markets. By focusing on companies with robust management and long-term growth prospects, the Virtus SGA Emerging Markets Equity Fund plays a critical role in diversified portfolios aiming to tap into the dynamism and potential of emerging economies.
Fund Family Virtus
Category Diversified Emerging Mkts
Performance Rating Low
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol PICEX
Share Class Class C
Index MSCI EM (Emerging Markets) NR USD
PICEX had a total return of 19.04% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.12%.
