VMSGX Mutual Fund

VMSGX Mutual Fund

NAV$23.72
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Fund Essentials - as of Feb 28, 2026

Net Assets
$1.2B
Expense Ratio
0.74%
Dividend Yield (Current)
7.27%
Holdings
156
Inception Date
Dec 20, 2004
Fund Family
VALIC
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+9.58%
1 Year+9.82%
3 Year+15.20%
5 Year+7.07%
10 Year+13.62%

Asset Allocation

Stocks: 96.97%
Bonds: 1.84%
Cash: 0.57%
Other: 0.62%
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Top Holdings

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TickerNameWeight
HWMHowmet Aerospace Inc.2.20%
VRTVertiv Holding Corp2.02%
RCL:LRRoyal Caribbean Group Ltd1.86%
HLTHilton Worldwide Holdings, Inc.1.70%
CORCencora Inc1.58%
Top 10 Concentration: 16.70%Report Date: Feb 28, 2026
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Dividend Summary

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Dividend Yield (Current)
7.27%
Frequency
Annually
Latest Distribution
$1.15
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

VMSGX Mutual Fund Overview

VMSGX Mutual Fund (VALIC Company I Mid Cap Strategic Growth Fund) is managed by VALIC with $1.18B in net assets. VMSGX expense ratio is 0.74%, holding 156 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2004-12-20.

VMSGX performance shows a YTD return of 9.58%. The 1-year return is 9.82% and the 5-year return is 7.07%. VMSGX dividend yield stands at 7.27%, paid annually.

VMSGX top holdings include Howmet Aerospace Inc. (2.2%), Vertiv Holding Corp (2.0%), Royal Caribbean Group Ltd (1.9%), Hilton Worldwide Holdings, Inc. (1.7%), Cencora Inc (1.6%). Go to all VMSGX holdings, VMSGX sectors, or VMSGX dividends.

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