About SGAPX
Virtus SGA Global Growth Fund Institutional Class is an actively managed mutual fund designed to provide investors with broad exposure to leading growth companies worldwide. Its primary objective is long-term capital appreciation by investing mainly in equity securities of firms that exhibit strong, predictable, and sustainable growth characteristics. The fund maintains a concentrated, high-conviction portfolio, focusing on businesses with notable pricing power, recurring revenues, resilient financial structures, and strong management teams. A significant portion of assets is allocated to companies outside the United States, including potential investments in emerging markets, ensuring geographic diversification. The portfolio spans multiple sectors, such as technology, consumer cyclicals, healthcare, industrials, and financial services, often maintaining concentrated positions in its top holdings. Managed by Sustainable Growth Advisers, LP, the fund applies a disciplined valuation approach centered around cash flow metrics and enterprise yield. Its consistent emphasis on quality growth makes it a prominent vehicle in the global large-cap growth equity category, catering primarily to institutional investors seeking exposure to high-growth opportunities on an international scale.
Fund Family Virtus
Category Global Large-Cap Growth
Performance Rating Low
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol SGAPX
Share Class Class I
Index MSCI AC World NR USD
SGAPX had a total return of -2.60% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.25%.
