SGLIX Mutual Fund
SGLIX Mutual Fund
SGLIX Mutual Fund
SGI Global Equity Fund Class I
SGLIX Mutual Fund Overview
SGLIX Mutual Fund (SGI Global Equity Fund Class I) is managed by Summit Global Investments with $73.6M in net assets. SGLIX expense ratio is 0.84%, holding 128 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2009-04-01.
SGLIX performance shows a YTD return of 13.98%. The 1-year return is 18.50% and the 5-year return is 7.01%. SGLIX dividend yield stands at 1.93%, paid annually.
SGLIX top holdings include Mount Vernon Liquid Assets Portfolio, Llc (11.5%), Microsoft Corp (3.5%), Vanguard Emerging Markets Ex-Cvanguard Emerging Markets Ex-China Etf (3.0%), Ishares Core Msci Emerging Mar (2.9%), Vanguard Emerging Markets Stock Index Fund;Etf (2.9%). 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.