About SGAAX
The Virtus SGA Global Growth Fund Class A is an actively managed mutual fund designed to provide long-term capital appreciation by investing in a diversified selection of global equities. Managed by Sustainable Growth Advisers, LP, the fund seeks out companies from both developed and emerging markets, including the United States, that exhibit strong, predictable, and sustainable growth characteristics. Its investment approach centers on thorough, team-based research to identify businesses with robust pricing power, repeatable revenues, sound financials, and proven management teams. Notably, the fund maintains a high-conviction, concentrated portfolio that is not constrained by traditional benchmark weights, allowing for flexible and targeted exposure to growth opportunities. Launched in 2013, the Virtus SGA Global Growth Fund Class A serves investors looking for a globally diversified, growth-oriented investment vehicle within the large-cap equity segment, emphasizing disciplined valuation and risk management practices.
Fund Family Virtus
Category Global Large-Cap Growth
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol SGAAX
Share Class Class A
Index MSCI AC World NR USD
SGAAX had a total return of -2.86% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.43%.
