GGEFX Mutual Fund
GGEFX Mutual Fund
GGEFX Mutual Fund
Summitry Equity Fund
GGEFX Mutual Fund Overview
GGEFX Mutual Fund (Summitry Equity Fund) is managed by Valued Advisers Trust with $76.1M in net assets. GGEFX expense ratio is 1.26%, holding 28 positions across sectors including Information Technology. Inception date: 2009-04-01.
GGEFX performance shows a YTD return of 1.69%. The 1-year return is 6.89% and the 5-year return is 9.10%. GGEFX dividend yield stands at 16.51%, paid annually.
GGEFX top holdings include Taiwan Semiconductor - Adr (13.8%), Amazon.Com Inc (7.1%), Agilent Technologies Inc (3.9%), Microsoft Corp (1.9%). Go to all GGEFX holdings, GGEFX sectors, or GGEFX dividends.
GGEFX can be compared against other funds. Use GGEFX overlap to find shared positions, or GGEFX vs another fund for a side-by-side view. GGEFX alternatives are available via the screener, along with tax-loss harvesting opportunities.