Morningstar

Virtus SGA Global Growth R6 Class SGARX

Morningstar Medalist Rating
Medalist Rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 21.52  /  +0.51 %
  • Total Assets 126.1M
  • 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 Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 37%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:41 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 47.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

8.05 11M
Technology

NVIDIA Corp

7.36 10M
Technology

Visa Inc Class A

5.16 7M
Financial Services

Alphabet Inc Class C

4.95 7M
Communication Services

Amazon.com Inc

4.90 6M
Consumer Cyclical

Broadcom Inc

3.67 5M
Technology

Microsoft Corp

3.66 5M
Technology

Salesforce Inc

3.40 4M
Technology

Equinix Inc

3.40 4M
Real Estate

Synopsys Inc

3.23 4M
Technology

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