SGAPX Mutual Fund

SGAPX Mutual Fund (Virtus SGA Global Growth Fund Class I) is managed by Virtus Investment Partners with $16.6M in net assets. SGAPX expense ratio is 1.00%, holding 32 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2013-10-04.

SGAPX performance shows a YTD return of -4.25%. The 1-year return is -6.51% and the 5-year return is 0.30%. SGAPX dividend yield stands at 14.17%, paid annually.

SGAPX top holdings include Nvidia Corp. (7.1%), Taiwan Semiconductor Manufacturing Co. Ltd. (6.4%), Visa Inc Class A (5.7%), Amazon.Com Inc (5.4%), Alphabet Inc. C (5.2%). Go to all SGAPX holdings, SGAPX sectors, or SGAPX dividends.

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