SGARX Mutual Fund

SGARX Mutual Fund (Virtus SGA Global Growth Fund Class R6) is managed by Virtus Investment Partners with $39.6M in net assets. SGARX expense ratio is 0.90%, holding 32 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2010-12-31.

SGARX performance shows a YTD return of -4.19%. The 1-year return is -6.39% and the 5-year return is 0.45%. SGARX dividend yield stands at 13.38%, paid annually.

SGARX 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 SGARX holdings, SGARX sectors, or SGARX dividends.

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