SGLAX Mutual Fund

TER1.09%

Holdings106

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SGLAX Mutual Fund

SGI Global Equity Fund Class A

TER1.09%

Holdings106

See inside every fund you own

$99/yr Pro · 7-day refund

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Fund Essentials

Net Assets

Expense Ratio

1.09%

Dividend Yield (Current)

Holdings

106

Inception Date

Apr 1, 2009

Fund Family

Summit Global Investments

Investment Style

PRO

Asset Class

PRO

Legal Structure

PRO

Performance

Asset Allocation

Stocks: 93.59%

Cash: 2.49%

Other: 3.92%

Price Chart (6M)

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Top Holdings

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Ticker	Name	Weight

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Peer Comparison

Benchmark

PRO

Peer outperformance: PRO

Category rank: PRO

This Mutual Fund

PRO

Peer Avg

PRO

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SGLAX Mutual Fund Overview

SGLAX Mutual Fund (SGI Global Equity Fund Class A) is managed by Summit Global Investments. SGLAX expense ratio is 1.09%, holding 106 positions across various sectors. Inception date: 2009-04-01.

SGLAX performance shows data across multiple time periods..

SGLAX top holdings include a diversified portfolio. View all SGLAX holdings, sector breakdown, or dividend history.

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