SGLIX Mutual Fund (SGI Global Equity Fund Class I) is managed by Summit Global Investments with $73.2M in net assets. SGLIX expense ratio is 0.84%, holding 106 positions across sectors including Unknown, Health Care, Information Technology. Inception date: 2009-04-01.

SGLIX performance shows a YTD return of 9.77%. The 1-year return is 14.97% and the 5-year return is 7.12%. SGLIX dividend yield stands at 10.53%, paid annually.

SGLIX top holdings include Micron Technology, Inc. (3.7%), Cencora Inc (3.0%), Monster Beverage Corp. (2.8%), Pepsico Inc Sr Unsec (2.6%), Colgate-Palmolive Co (2.6%). View all SGLIX holdings, sector breakdown, or dividend history.

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