LVOLX Mutual Fund

LVOLX Mutual Fund (SGI US Large Cap Equity Fund Class A) is managed by Summit Global Investments with $11.1M in net assets. LVOLX expense ratio is 1.23%, holding 96 positions across sectors including Health Care, Financials, Information Technology. Inception date: 2015-11-02.

LVOLX performance shows a YTD return of 11.18%. The 1-year return is 19.68% and the 5-year return is 7.04%. LVOLX dividend yield stands at 7.63%, paid annually.

LVOLX top holdings include Newmont Corp Common (4.0%), Colgate-Palmolive Co (3.7%), Micron Technology, Inc. (3.6%), Progressive Corporation (3.4%), Regeneron Pharmaceuticals, Inc. (3.2%). Go to all LVOLX holdings, LVOLX sectors, or LVOLX dividends.

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