SAGAX Mutual Fund (Virtus Zevenbergen Innovative Growth Stock Fund A) is managed by Virtus Investment Partners with $88.7M in net assets. SAGAX expense ratio is 1.25%, holding 35 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 2004-02-23.

SAGAX performance shows a YTD return of 5.58%. The 1-year return is 3.28% and the 5-year return is 1.61%. SAGAX dividend yield stands at 4.26%, paid annually.

SAGAX top holdings include Nvidia Corp (9.5%), Tesla, Inc. (7.5%), Shopify Inc. (6.3%), Mercadolibre Inc Common Stock (5.5%), Axon Axon Enterprise Inc. (5.3%). View all SAGAX holdings, sector breakdown, or dividend history.

SAGAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SAGAX alternatives are available via the screener, along with tax-loss harvesting opportunities.