Virtus SGA Global Growth Fund
SGACX
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- Virtus SGA Global Growth Fund (SGACX) is an open-end mutual fund that seeks long-term capital appreciation by investing primarily in equity securities of issuers located throughout the world, including the United States, with a focus on companies demonstrating strong, predictable, and sustainable growth potential; the fund employs first-hand, team-based fundamental research to identify growth businesses characterized by strong pricing power, repeatable revenues, long runways of growth, and financial and management strength. Launched on October 4, 2013, and domiciled in the United States, the fund is managed by Virtus Investment Partners, Inc., headquartered at 100 Pearl Street, 9th Floor, Hartford, CT 06103, with sub-advisory services provided by Sustainable Growth Advisers, LP (SGA), a global growth equity manager founded in 2003 and based at 301 Tresser Blvd, Suite 1310, Stamford, CT 06901. The fund maintains a high-conviction, benchmark-unconstrained, concentrated portfolio typically comprising 25-35 stocks, emphasizing large-cap growth companies across sectors such as information technology (approximately 38%), financials (18%), consumer discretionary (15%), health care (11%), and communication services (10%); key holdings as of September 30, 2025, include Microsoft Corp. (6.64%), Amazon.com Inc. (5.76%), Visa Inc. (4.97%), NVIDIA Corp. (4.78%), and Intuit Inc. (4.47%), with geographic exposure heavily weighted toward the United States (66%), followed by emerging Asia, developed Asia, Eurozone, and Europe ex-Euro. The fund offers multiple share classes, including Class C (SGACX) with a net expense ratio of 2.00%, a 1.00% deferred load, and minimum initial investment of $2,500; it targets institutional and retail investors seeking global large-stock growth exposure in the Morningstar Global Large-Stock Growth category. Recent developments include the appointment of Alexandra Lee, M.D., as portfolio manager effective April 1, 2025, alongside Hrishikesh Gupta (since 2021) and Kishore Rao (since 2022); portfolio adjustments in Q3 2025 initiating positions in Fast Retailing, SAP, Adyen, and Alibaba while liquidating Novo Nordisk; and a prospectus supplement announcing that Class C shares will no longer be available for purchase by new or existing shareholders effective January 21, 2026.