SGAPX – Virtus SGA Global Growth I Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. The fund will invest in securities of issuers located throughout the world, including the United States ("U.S."). Under normal circumstances, it will invest primarily in equity securities, with at least 40% of the fund's net assets in issuers organized, headquartered or doing a substantial amount of business outside the U.S.

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
SGAPX	Virtus SGA Global Growth I Class	Institutional	Open			Oct 4, 2013	$15.29M	1.000%	High	$100,000	−$24.44M
SGAAX	Virtus SGA Global Growth A Class	Front Load	Open			Oct 4, 2013	$74.36M	1.250%	Above Average	$2,500	−$20.66M
SGACX	Virtus SGA Global Growth C Class	Level Load	Closed			Oct 4, 2013	$2.03M	2.000%	High	$2,500	−$2.04M
SGARX	Virtus SGA Global Growth R6 Class	Retirement, Large	Open			Dec 31, 2010	$34.45M	0.900%	High	$0	−$37.03M

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