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Morningstar

Virtus SGA International Growth A SCIIX

Morningstar Medalist Rating
Medalist Rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 8.81  /  +1.03 %
  • Total Assets 594.2 Mil
  • Adj. Expense Ratio
    1.300%
  • Expense Ratio 1.300%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 10%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:17 PM GMT+0

Morningstar’s Analysis SCIIX

Will SCIIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SCIIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SCIIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SCIIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in Virtus SGA International Growth A's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings SCIIX

More SCIIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Novo Nordisk A/S ADR

4.97 32.6 Mil
Healthcare

Fomento Economico Mexicano SAB de CV ADR

4.80 31.5 Mil
Consumer Defensive

Steris PLC

4.79 31.5 Mil
Healthcare

Aon PLC Class A

4.76 31.3 Mil
Financial Services

Universal Music Group NV

4.07 26.8 Mil
Communication Services

HDFC Bank Ltd ADR

3.99 26.2 Mil
Financial Services

Alcon Inc

3.98 26.2 Mil
Healthcare

Canadian Pacific Kansas City Ltd

3.91 25.7 Mil
Industrials

L'Oreal SA

3.53 23.2 Mil
Consumer Defensive

Infosys Ltd ADR

3.52 23.2 Mil
Technology