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 $76.3M in net assets. GGEFX expense ratio is 1.26%, holding 28 positions across sectors including Information Technology, Consumer Discretionary, Financials. 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 Amazon.Com Inc (7.7%), Alphabet Inc. Class A (6.4%), Mastercard Inc (6.0%), 'visa Inc., Class 'a'' (6.0%), Agilent Technologies Inc (4.9%). 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.