SGAPX : Virtus SGA Global Growth I Class

SGAPX is a Allocation Market Total World with HIGH fees.

SGAPX

Virtus SGA Global Growth I Class

FI Score

31 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

31% FI Score
  • sgapx
  • Mutual Fund
  • Allocation
  • Total World

Virtus SGA Global Growth I Class

Expenses: 1.19% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why ยป

Fund Summary

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.

Largest Holdings

Amount Holding
4.57% Amazon.com Inc
4.17% Visa Inc Class A
4.14% Alphabet Inc Class C
3.98% HDFC Bank Ltd ADR
3.85% Microsoft Corp
3.80% Alibaba Group Holding Ltd ADR
3.75% AIA Group Ltd
3.65% IHS Markit Ltd
3.47% Autodesk Inc
3.38% Salesforce.com Inc
3.34% Illumina Inc
3.12% Tencent Holdings Ltd
3.09% PayPal Holdings Inc
3.08% Infosys Ltd ADR
2.97% Yum Brands Inc
2.95% Fleetcor Technologies Inc
2.90% Nike Inc B
2.90% Abbott Laboratories
2.87% Heineken NV
2.63% CP All PCL
2.62% New Oriental Education & Technology Group Inc ADR
2.58% Fast Retailing Co Ltd
2.46% SAP SE ADR
2.41% Novo Nordisk A/S B
2.35% Linde PLC

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo