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Virtus SGA Global Growth C Class (SGACX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.43+0.42 (+2.10%)
As of 08:05AM EDT. Market open.

Virtus SGA Global Growth C Class

Virtus Equity Trust

101 Munson Street

Greenfield MA 01301

Management Information
Hrishikesh M. Gupta,Lead Manager since December 31, 2020
Mr. Gupta is an Analyst, Portfolio Manager, Principal and a member of the Investment Committee at Sustainable Growth Advisers. Prior to joining the firm in 2014, he was a Senior Analyst at MDR Capital Management and an Investment Banking Associate at Bank of America Merrill Lynch. Prior to that, Mr. Gupta spent three years in the industry as a Product and Program Manager at and, as part of their strategic executive division, led the launch of Amazon’s Japanese and German merchant platforms.
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 Assets152.46M
YTD Return-26.44%
Morningstar Rating★★★
Inception DateOct 3, 2013

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

ExpenseSGACXCategory Average
Annual Report Expense Ratio (net)0.00%1.12%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%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