SGICX Mutual Fund

SGICX Mutual Fund (SGI US Large Cap Equity Fund Class C) is managed by Summit Global Investments with $1.2M in net assets. SGICX expense ratio is 1.98%, holding 96 positions across sectors including Health Care, Financials, Information Technology. Inception date: 2015-12-31.

SGICX performance shows a YTD return of 10.66%. The 1-year return is 18.72% and the 5-year return is 6.20%. SGICX dividend yield stands at 7.86%, paid annually.

SGICX 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 SGICX holdings, SGICX sectors, or SGICX dividends.

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