SGCIX Mutual Fund

SGCIX Mutual Fund

NAV$9.92
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Fund Essentials

Net Assets
$831,305.4
Expense Ratio
-
Dividend Yield (Current)
-
Holdings
14
Inception Date
Jun 8, 2020
Fund Family
Summit Global Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD+1.25%
1 Year+4.65%

Asset Allocation

Cash: 1.88%
Other: 98.12%
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Dividend Summary

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Latest Distribution
$0.13
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

SGCIX Mutual Fund Overview

SGCIX Mutual Fund (SGI Conservative Fund Class I shares) is managed by Summit Global Investments with $831,305.4 in net assets. holding 14 positions across various sectors. Inception date: 2020-06-08.

SGCIX performance shows a YTD return of 1.25%. The 1-year return is 4.65%.

SGCIX top holdings include a diversified portfolio. Go to all SGCIX holdings, SGCIX sectors, or SGCIX dividends.

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