SILVX Mutual Fund

SILVX Mutual Fund (SGI US Large Cap Equity Fund Class I) is managed by Summit Global Investments with $190.0M in net assets. SILVX expense ratio is 0.98%, holding 96 positions across sectors including Health Care, Financials, Information Technology. Inception date: 2012-02-29.

SILVX performance shows a YTD return of 11.30%. The 1-year return is 19.93% and the 5-year return is 7.30%. SILVX dividend yield stands at 7.95%, paid annually.

SILVX 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 SILVX holdings, SILVX sectors, or SILVX dividends.

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