SAGAX – Virtus Zevenbergen Innovative Gr Stk A Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks of U.S. companies and other U.S.-traded equity securities. The Adviser considers U.S.-traded equity securities to include ADRs, as well as securities that are traded in the U.S. that have been issued by companies established, domiciled or operating in foreign countries. It may invest in companies of any size and may invest a portion of its assets in U.S. or non-U.S. issued securities of foreign companies.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SCATX	Virtus Zevenbergen Innovative Growth Stock Fund Class I	Institutional	Open			Feb 23, 2004	$257.66M	1.000%	High	$100,000	−$108.65M
SAGAX	Virtus Zevenbergen Innovative Growth Stock Fund Class A	Front Load	Open			Feb 23, 2004	$92.03M	1.250%	High	$2,500	−$31.88M
VZGRX	Virtus Zevenbergen Innovative Growth Stock Fund Class R6	Retirement, Large	Open			Oct 20, 2020	$7.92M	0.900%	High	$0	−$16.95M

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