SGLOX Mutual Fund

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%

Price Chart (6M)

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Top Holdings

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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
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PRO
Peer Avg
PRO
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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. View all SGLOX holdings, sector breakdown, or dividend history.

SGLOX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SGLOX alternatives are available via the screener, along with tax-loss harvesting opportunities.