SGLIX Mutual Fund

SGLIX Mutual Fund (SGI Global Equity Fund Class I) is managed by Summit Global Investments with $74.6M in net assets. SGLIX expense ratio is 0.84%, holding 106 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2009-04-01.

SGLIX performance shows a YTD return of 12.37%. The 1-year return is 14.49% and the 5-year return is 7.80%. SGLIX dividend yield stands at 1.96%.

SGLIX top holdings include Mount Vernon Liquid Assets Portfolio, Llc (17.4%), Micron Technology, Inc. (5.2%), Microsoft Corp (3.1%), Ishares Core Msci Emerging Mar (3.0%), Vanguard Emerging Markets Ex-Cvanguard Emerging Markets Ex-China Etf (3.0%). 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.