Fund Evaluator:
Virtus SGA Global Growth C (SGACX)
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Best Performing in Global Large-Stock Growth Over the Last Year
| 28.7% | Fidelity Advisor Climate Action Z (FCLZX) |
| 28.6% | Fidelity Climate Action (FCAEX) |
| 27.7% | T. Rowe Price Global Stock (PRGSX) |
| 23.1% | Fidelity Advisor Worldwide Z (FIQOX) |
| 23.0% | Fidelity Worldwide (FWWFX) |
Fund Details
Virtus SGA Global Growth C Overview
Virtus SGA Global Growth C (SGACX) is an actively managed International Equity Global Large-Stock Growth fund. Virtus launched the fund in 2013.
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.
About Virtus SGA Global Growth C (SGACX)
There are 3 members of the management team with an average tenure of 3.67 years: Alexandra Lee (2025), Kishore Rao (2022), Hrishikesh Gupta (2021). Management tenure is more important for actively managed funds than passive index funds.
The fund has 2 primary benchmarks: MSCI ACWI NR USD index with a weighting of 100% and MSCI ACWI Growth NR USD index with a weighting of 100%. Virtus SGA Global Growth C has 38 securities in its portfolio. The top 10 holdings constitute 48.9% of the fund’s assets. The fund meets the SEC requirement of being classified as a diversified fund. The fund is not considered to have an ESG focus with its investment selection and management.
Virtus SGA Global Growth C is part of the Equity global asset class and is within the International Equity fund group. Virtus SGA Global Growth C has 29.2% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 70.1%. There is 29.2% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). Virtus SGA Global Growth C has 0.6% of the portfolio in cash.
Assets Under Management
The fund has $2 million in total assets, which is below the $988 million average for the Global Large-Stock Growth category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.
SGACX Performance and Fees
The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The Virtus SGA Global Growth C expense ratio is high compared to funds in the Global Large-Stock Growth category. Virtus SGA Global Growth C has an expense ratio of 2.00%, which is 79% higher than its category average, making the fund expense ratio grade a F. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.
High portfolio turnover can translate to higher expenses and lower aftertax returns. Virtus SGA Global Growth C has a portfolio turnover rate of 37%, indicating that holds its assets around 0.0 years. By way of comparison, the average portfolio turnover is 47% for the Global Large-Stock Growth category.
Recently, in the month of July 2026, Virtus SGA Global Growth C returned 3.2%, which earned it a grade of A, as the Global Large-Stock Growth category had an average return of -2.4%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all funds in that category.
Virtus SGA Global Growth C has a trailing yield of 0.00%, which is below the 0.27% category average. The fund normally distributes its income annually and its capital gains annually.
It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.
Virtus SGA Global Growth C Grades
Year to date, the fund has returned -5.2%, 11.3 percentage points worse than the category, which translates into a grade of F. The fund has returned -7.4% over the past year (grade of F), 3.9% over the past three years (grade of F) and -0.7% per year over the past five years (grade of F) and 7.7% per year over the past 10 years (grade of F).
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SGACX Trailing NAV Total Returns Data as of 7/31/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| SGACX Return (NAV) | 3.2% | -0.7% | -7.4% | 3.9% | -0.7% | 7.7% |
| SGACX Grade | A | F | F | F | F | F |
| +/- Category | 5.5% | -3.5% | -19.1% | -10.6% | -6.9% | -4.4% |
| Global Large-Stock Growth Avg | -2.4% | 2.8% | 11.6% | 14.6% | 6.2% | 12.1% |
| SGACX Tax Cost Ratio | na | na | 3.9% | 3.3% | 2.5% | 1.7% |
SGACX Annual NAV Total ReturnsData as of 7/31/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| SGACX Return (NAV) | -5.2% | 2.6% | 9.4% | 25.7% | -26.7% | 6.9% | 29.7% | 31.2% | -3.7% | 31.7% | 3.3% |
| SGACX Grade | F | F | F | B | C | F | C | C | A | C | B |
| +/- Category | -11.3% | -13.7% | -8.3% | 0.3% | 0.2% | -7.8% | -3.4% | 0.4% | 3.4% | 0.8% | 1.8% |
| Global Large-Stock Growth Avg | 6.0% | 16.3% | 17.6% | 25.4% | -26.8% | 14.8% | 33.0% | 30.7% | -7.1% | 30.9% | 1.5% |
| Risk Measures | |
| Standard Deviation: | 14.1% |
| Total Risk Index: | 1.15 - Above Average |
| Category Risk Index: | 0.91 - Below Average |
| Category Risk Grade: | B (40% Rank) |
| Beta: | 0.95 |
| R-Squared: | 73% |
| Leveraged Fund: | No |
| Inverse Fund: | No |
| Portfolio Characteristics | |
| Equity Investment Style: | Large-Cap Blend |
| Bond Investment Style: | na |
| Yield: | 0.0% |
| Dividend Distribution: | Annually |
| Cap Gains Distribution: | Annually |
| Total Assets: | $139 Mil |
| Fund Total Assets: | $ 2 Mil |
| Share Class Type: | C |
| Portfolio Turnover: | 37% |
Management Team
| Number of Managers: 3 | |||
| Longest Tenure: 5.6 years | |||
| Average Tenure: 3.7 years | |||
| Managers (Year): Gupta Hrishikesh (2021), Rao Kishore (2022), Lee Alexandra (2025) | |||
Portfolio Composition (as of 6/30/26)
| # of Holdings: | 38 |
| % in Top 10 Holdings: | 48.9% |
| Fund is Non-Diversified: | No |
| % in Foreign Issues: | 29.2% |
Portfolio Allocation |
|
| Domestic Stock: | 70.1% |
| Foreign Stock: | 29.2% |
| Preferred Stock: | 0.0% |
| Domestic Bond: | 0.0% |
| Foreign Bond: | 0.0% |
| Convertible Bond: | 0.0% |
| Other: | 0.0% |
| Cash: | 0.6% |
Purchase Information
| Fund Family: | Virtus |
| Phone Number: | 800-243-1574 |
| Website: | www.virtusinvestmentpartners.com |
| Status: | Closed |
| Inception Date: | October 4, 2013 |
| Min. Initial Purchase: | $2,500 |
| Min. Initial IRA Purchase: | $ 100 |
| True No-Load: | No |
| Front Load Maximum: | 0.00% |
| Deferred Charge Maximum: | 1.00% |
| Redemption Charge Maximum: | 0.00% |
| 12b-1 Fee: | 1.00% |
Expenses and Fees | |
| Expense Ratio (%): | 2.00% ( Rating : High ) |
| Category Average Expense Ratio (%): | 1.12% |
| Share Class: | Virtus SGA Global Growth R6 |
| Min. Subsequent Purchase: | $ 100 |
| Min. Subsequent IRA Purchase: | $ 100 |
