SGICX Mutual Fund

SGICX Mutual Fund (SGI US Large Cap Equity Fund Class C) is managed by Summit Global Investments with $1.2M in net assets. SGICX expense ratio is 1.98%, holding 96 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2015-12-31.

SGICX performance shows a YTD return of 10.66%. The 1-year return is 18.72% and the 5-year return is 7.04%. SGICX dividend yield stands at 7.61%, paid annually.

SGICX top holdings include Progressive Corporation (3.3%), Nvidia Corp (3.3%), Microsoft Corp (3.2%), Alphabet Inc (3.1%), Micron Technology, Inc. (3.0%). Go to all SGICX holdings, SGICX sectors, or SGICX dividends.

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