Virtus SGA Global Growth FundSGAAX

MUTUAL FUNDVirtus
Type
Mutual fund
Peer group
Global equity
Net assets
$152.2M
Expense ratio
1.25%
1-year return
-5.8%
3 years, a year
-29.6%
5 years, a year
-40.2%
Holdings
32

What it aims to do.

The fund has an investment objective of long-term capital appreciation.

Top 10 holdings.

Holding% of fund
NVDA NVIDIA Corp.7.06%
JOBY Taiwan Semiconductor Manufacturing Co., Ltd.6.42%
V Visa Inc5.65%
AMZN Amazon.com, Inc.5.44%
GOOG Alphabet Inc.5.16%
MSFT Microsoft Corp.3.65%
AVGO Broadcom Inc3.58%
META Meta Platforms Inc3.42%
WM Waste Management, Inc.3.38%
CRM Salesforce Inc.3.25%

More on SGAAX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.