Virtus SGA Global Growth C (SGACX)
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Virtus SGA Global Growth C
Greenfield MA 01301
101 Munson Street
Virtus Equity Trust
Management Information
Robert L. Rohn,Lead Manager since December 30, 2010
Mr. Rohn, Co-Founding Principal, Analyst, and Portfolio Manager on the SGA Investment Committee also sits on SGA's Executive Committee. He is a portfolio manager of SGA's US Large Cap Growth, Global Growth, Emerging Markets Growth, and Global Mid-Cap Growth Portfolios. Prior to co-founding SGA, Mr. Rohn was a portfolio manager and principal with W.P. Stewart & Co., Ltd. where he was CEO of the firm's core U.S. investment business and Chairman of the Management Committee. Prior to that, he was a Vice President with Yeager, Wood & Marshall, Inc., where he was a member of the Investment Policy Committee with responsibilities in equity analysis and portfolio management (1988-1991). Mr. Rohn began his career in 1983 at J.P. Morgan where he was an officer in Corporate Finance.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryWorld Large-Stock Growth
Fund FamilyVirtus
Net Assets384.61M
YTD Return4.78%
Yield0.00%
Morningstar Rating★★★
Inception DateOct 3, 2013
Fund Operations
Last Dividend0.02
Last Cap Gain17.00
Holdings TurnoverN/A
Average for CategoryN/A
Fees & Expenses
ExpenseSGACXCategory Average
Annual Report Expense Ratio (net)1.33%1.12%
Prospectus Net Expense Ratio1.33%N/A
Prospectus Gross Expense Ratio1.45%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.37%
Max Deferred Sales LoadN/A1.26%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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