SGLOX Mutual Fund

SGLOX Mutual Fund

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Fund Essentials

Net Assets
-
Expense Ratio
-
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

SGLOX Mutual Fund Overview

SGLOX Mutual Fund (SGI Global Equity Fund Class C) is managed by Summit Global Investments. holding 106 positions across various sectors. Inception date: 2009-04-01.

SGLOX performance shows data across multiple time periods..

SGLOX top holdings include a diversified portfolio. Go to all SGLOX holdings, SGLOX sectors, or SGLOX dividends.

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