SGLAX Mutual Fund

SGLAX Mutual Fund

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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%
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Peer Comparison

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

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. Go to all SGLAX holdings, SGLAX sectors, or SGLAX dividends.

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