Virtus SGA International Growth Fund Class I
STITX
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- Virtus SGA International Growth Fund Class I (STITX) is an open-end mutual fund that seeks long-term capital appreciation by investing primarily in equity securities of non-U.S. issuers organized, headquartered, or conducting substantial business outside the United States; the fund normally invests at least 80% of its assets in such international equities across large-, mid-, and small-capitalization companies, employing a high-conviction, benchmark-unconstrained strategy focused on sustainable growth businesses with strong competitive advantages, predictable revenue streams, visionary management, and disciplined valuations based on cash flow analysis. It offers Class I shares with a net expense ratio of 1.05%, a minimum initial investment of $100,000, and exposure to sectors including information technology (approximately 25%), financials, consumer discretionary, health care, and consumer staples; top holdings as of late 2025 typically include companies such as Alibaba Group Holding Ltd., Steris plc, Universal Music Group NV, Taiwan Semiconductor Manufacturing Co. Ltd., and SAP SE, with significant regional allocations to the Eurozone, United Kingdom, emerging Asia, and Canada. The fund is managed by a team from Sustainable Growth Advisers, LP (SGA), including portfolio managers Tucker Brown and Alexandra Lee (since June 2019) and Kishore Rao (since June 2022); SGA, founded in 2003 and headquartered in Stamford, Connecticut, serves as the investment adviser and subadviser, managing approximately $22 billion in assets with a collaborative, fundamental research-driven process for global growth equity portfolios. Launched on January 31, 1995, and domiciled in the United States, the fund operates within the Foreign Large Growth category, serving institutional and high-net-worth investors primarily in the U.S. with total net assets of about $317 million and Class I share class size of roughly $162 million as of late 2025. It is part of the Virtus Asset Trust and distributed through VP Distributors, LLC, a subsidiary of Virtus Investment Partners, Inc., which acquired a majority stake in SGA in July 2018 to expand its growth equity offerings and international client base across the U.S., Europe, Middle East, and Asia-Pacific. In recent developments, Virtus announced in 2025 that Class C shares of the fund would cease new purchases effective January 21, 2026, with existing Class C shares converting to Class A shares on January 26, 2026, reflecting a strategic share class reorganization to streamline offerings. SGA continues to emphasize its sustainable growth discipline amid market volatility, with portfolio characteristics showing an average weighted market cap of $154 billion, trailing P/E of 27.33, and 3-year earnings growth of 16.6% as of September 2025; no major acquisitions, funding rounds, or new product launches specific to the fund were reported in the last 1-2 years.