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Morningstar

Virtus SGA Global Growth C SGACX

Morningstar Medalist Rating
Medalist Rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 23.86  /  +0.97 %
  • Total Assets 360.0 Mil
  • Adj. Expense Ratio
    2.080%
  • Expense Ratio 2.080%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 24%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:18 PM GMT+0

Morningstar’s Analysis SGACX

Will SGACX 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 SGACX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SGACX 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 SGACX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in Virtus SGA Global Growth C'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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SGACX

More SGACX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.59 21.5 Mil
Technology

Amazon.com Inc

5.18 19.9 Mil
Consumer Cyclical

Visa Inc Class A

4.51 17.3 Mil
Financial Services

HDFC Bank Ltd ADR

4.08 15.7 Mil
Financial Services

Workday Inc Class A

3.57 13.7 Mil
Technology

Novo Nordisk A/S Class B

3.37 13.0 Mil
Healthcare

S&P Global Inc

3.35 12.9 Mil
Financial Services

Alphabet Inc Class C

3.18 12.2 Mil
Communication Services

Aon PLC Class A

3.17 12.2 Mil
Financial Services

Yum Brands Inc

3.08 11.9 Mil
Consumer Cyclical