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%

Top Holdings

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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
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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. View all SGCIX holdings, sector breakdown, or dividend history.

SGCIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SGCIX alternatives are available via the screener, along with tax-loss harvesting opportunities.