SAGAX Mutual Fund

SAGAX Mutual Fund (Virtus Zevenbergen Innovative Growth Stock Fund A) is managed by Virtus Investment Partners with $98.0M in net assets. SAGAX expense ratio is 1.25%, holding 35 positions across sectors including Information Technology, Consumer Discretionary, Communication Services. Inception date: 2004-02-23.

SAGAX performance shows a YTD return of -1.69%. The 1-year return is -2.88% and the 5-year return is 0.57%. SAGAX dividend yield stands at 4.57%, paid annually.

SAGAX top holdings include Nvidia Corp. (9.5%), Tesla Inc (7.5%), Shopify Inc. (6.3%), Mercadolibre Inc (5.5%), Axon Enterprise Inc (5.3%). Go to all SAGAX holdings, SAGAX sectors, or SAGAX dividends.

SAGAX can be compared against other funds. Use SAGAX overlap to find shared positions, or SAGAX vs another fund for a side-by-side view. SAGAX alternatives are available via the screener, along with tax-loss harvesting opportunities.