LVOLX Mutual Fund

LVOLX Mutual Fund (SGI US Large Cap Equity Fund Class A) is managed by Summit Global Investments with $8.3M in net assets. LVOLX expense ratio is 1.23%, holding 104 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2015-11-02.

LVOLX performance shows a YTD return of 14.00%. The 1-year return is 18.41% and the 5-year return is 7.55%. LVOLX dividend yield stands at 0.33%, paid annually.

LVOLX top holdings include Nvidia Corp (3.7%), Bank Of New York Mellon Corp (3.3%), Alphabet Inc. C (3.1%), Microsoft Corp (3.1%), Incyte Corp. (3.0%). Go to all LVOLX holdings, LVOLX sectors, or LVOLX dividends.

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