About STITX
The Virtus SGA International Growth Fund Class I is a mutual fund that pursues long-term capital appreciation by investing primarily in equity securities of companies located or conducting significant business outside the United States. Managed by Sustainable Growth Advisers, LP, the fund leverages in-depth, bottom-up research to identify industry-leading businesses with strong, predictable, and sustainable growth profiles, emphasizing companies with competitive advantages and visionary management teams. The strategy is benchmark-unconstrained and focused on high-conviction, concentrated positions, allowing the portfolio to be shaped more by opportunity than by index composition. The fund invests across all market capitalizations, spanning developed and emerging markets, and may hold stocks, preferred shares, convertible securities, and depositary receipts. The portfolio is typically diversified across regions, sectors, and industries, but may at times have meaningful allocations to specific countries or sectors when attractive growth prospects are identified. Overall, this fund aims to provide investors with exposure to international growth opportunities and is positioned within the foreign large growth category of mutual funds.
Fund Family Virtus
Category Foreign Large Growth
Performance Rating Below Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol STITX
Share Class Class I
Index MSCI AC World ex USA NR USD
STITX had a total return of 5.14% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.26%.
