SGLIX Mutual Fund

SGLIX Mutual Fund (SGI Global Equity Fund Class I) is managed by Summit Global Investments with $76.3M in net assets. SGLIX expense ratio is 0.84%, holding 106 positions across sectors including Health Care, Information Technology, Consumer Staples. Inception date: 2009-04-01.

SGLIX performance shows a YTD return of 12.84%. The 1-year return is 21.41% and the 5-year return is 7.43%. SGLIX dividend yield stands at 10.25%, paid annually.

SGLIX top holdings include Micron Technology, Inc. (3.7%), Cencora Inc (3.0%), Monster Beverage Corp. (2.8%), Pepsico Inc Sr Unsec (2.6%), Colgate-Palmolive Co (2.6%). Go to all SGLIX holdings, SGLIX sectors, or SGLIX dividends.

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