SCLVX Mutual Fund
NAV$12.33
AUM$1M
TER1.23%
Holdings89
SCLVX Mutual Fund
NAV$12.33
SGI US Small Cap Equity Fund Class I
AUM$1M
TER1.23%
Holdings89
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SCLVX Mutual Fund Overview
SCLVX Mutual Fund (SGI US Small Cap Equity Fund Class I) is managed by Summit Global Investments with $1.0M in net assets. SCLVX expense ratio is 1.23%, holding 89 positions across various sectors. Inception date: 2016-03-31.
SCLVX performance shows a YTD return of -0.37%. The 1-year return is 8.91% and the 5-year return is 1.73%. SCLVX dividend yield stands at 0.56%, paid annually.
SCLVX top holdings include a diversified portfolio. View all SCLVX holdings, sector breakdown, or dividend history.
SCLVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SCLVX alternatives are available via the screener, along with tax-loss harvesting opportunities.