Morningstar

Virtus SGA Global Growth R6 Class SGARX

Morningstar Medalist Rating
Medalist Rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 20.86  /  −0.10 %
  • Total Assets 142.7M
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.910%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Global Large-Stock Growth
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 37%

USD | NAV as of Jul 21, 2026 | 1-Day Return as of Jul 21, 2026, 12:34 AM GMT+0

Morningstar’s Analysis SGARX

Will SGARX outperform in the 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 SGARX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Virtus SGA Global Growth R6 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SGARX

More SGARX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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8.01 13M
Technology

NVIDIA Corp

6.47 10M
Technology

Alphabet Inc Class C

5.75 9M
Communication Services

Amazon.com Inc

5.53 9M
Consumer Cyclical

Visa Inc Class A

5.24 8M
Financial Services

Broadcom Inc

4.31 7M
Technology

Microsoft Corp

3.86 6M
Technology

Meta Platforms Inc Class A

3.63 6M
Communication Services

Equinix Inc

2.99 5M
Real Estate

Netflix Inc

2.97 5M
Communication Services

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