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10 important things you should know about Virtus SGAPX mutual fund

Updated: October 10, 2021
67
Bull Case
  • 3-year return above the benchmark
  • 5-year return above the benchmark
  • 10-year return above the benchmark
  • No sales load or distribution fees
Bear Case
  • Low net assets
  • High expense ratio

Before we start: if you’re looking for SGAPX “stock” price, you can quickly find it out by visiting Finny and typing "SGAPX quote". If you’re looking for a quick scoop on SGAPX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "SGAPX". You’ll get all this info in one place.

Are you looking to buy or sell SGAPX? Or perhaps you’re looking for SGAPX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this SGAPX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: SGAPX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: SGAPX buy or sell; the pros and cons of investing in SGAPX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to SGAPX.

And here is the list of questions we’ll answer:

  1. Describe American Beacon Funds: American Beacon SGA Global Growth Fund; Investor Class Shares (SGAPX).
  2. What are SGAPX holdings?
  3. What is SGAPX performance? What are SGAPX historical returns?
  4. What is SGAPX dividend yield?
  5. What is SGAPX minimum initial investment amount?
  6. Does SGAPX have any sales loads or 12b-1 distribution expenses?
  7. What is SGAPX Finny Score? SGAPX buy or sell?
  8. What are the pros of investing in SGAPX? What are SGAPX buy reasons?
  9. What are the cons of investing in SGAPX? What are SGAPX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe American Beacon Funds: American Beacon SGA Global Growth Fund; Investor Class Shares (SGAPX).

The Fund seeks long term capital appreciation. The Fund primarily invests in equity securities of companies located throughout the world, including the United States (U.S.), wherein at least 40% of its net assets is invested in issuers organized, headquartered or doing a substantial amount of business outside the U.S.

2. What are SGAPX top holdings?

SGAPX has 34 stock holdings and 0 bond holdings.

The top 10 holdings represent 38.86% of total assets. Here are the top holdings:

Name Symbol % Assets
Alibaba Group Holding Ltd ADR BABA 4.72%
HDFC Bank Ltd ADR HDB.BO 4.18%
Amazon.com Inc AMZN 3.96%
Visa Inc Class A V 3.96%
Microsoft Corp MSFT 3.94%
Alphabet Inc Class C GOOG 3.73%
AIA Group Ltd 01299.HK 3.67%
Abbott Laboratories ABT 3.61%
Facebook Inc A FB 3.58%
Fleetcor Technologies Inc FLT 3.51%

3. What is SGAPX performance? What are SGAPX historical returns?

SGAPX has generated the following returns:

  • 1-month return is -6.03%;
  • 3-month return is -0.77%;
  • 1-year return is -0.77%;
  • 3-year return is 20.03%;
  • 5-year return is 17.53%;
  • 10-year return is 14.95%.

4. What is SGAPX dividend yield?

SGAPX yield is 0%.

5. What is SGAPX minimum initial investment amount?

SGAPX minimum initial investment amount is $3.00K.

6. Does SGAPX have any sales loads or 12b-1 distribution expenses?

SGAPX 12b-1 distribution fee is 0. SGAPX front-end sales load is 0. SGAPX back-end sales load is 0.

Analysis

7. What is Finny Score? buy or sell?

Finny Score is 67. Our quantitative analysis shows 4 reasons to buy and 2 reasons to sell it, resulting in the Finny Score of 67.

8. What are the pros of investing in SGAPX? What are SGAPX buy reasons?

The following are SGAPX strengths from our perspective:

  • SGAPX 3-year return is 20.03%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 13.84%.
  • SGAPX 5-year return is 17.53%, which is higher than the 5-year return of the benchmark index (MSCI ACWI NR USD), 13.57%.
  • SGAPX 10-year return is 14.95%, which is higher than the 10-year return of the benchmark index (MSCI ACWI NR USD), 11.83%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

9. What are the cons of investing in SGAPX? What are SGAPX negatives?

The following are SGAPX weaknesses from our perspective:

  • SGAPX net assets are $53.50 million. This fund is not a popular choice with retail investors.
  • SGAPX expense ratio is 1.13%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the SGAPX review, we covered SGAPX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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