SILVX Mutual Fund

SILVX Mutual Fund (SGI US Large Cap Equity Fund Class I) is managed by Summit Global Investments with $181.4M in net assets. SILVX expense ratio is 0.98%, holding 117 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2012-02-29.

SILVX performance shows a YTD return of 15.05%. The 1-year return is 20.78% and the 5-year return is 7.56%. SILVX dividend yield stands at 7.69%, paid annually.

SILVX top holdings include Progressive Corporation (3.3%), Nvidia Corp (3.3%), Microsoft Corp (3.2%), Alphabet Inc. C (3.1%), Micron Technology, Inc. (3.0%). Go to all SILVX holdings, SILVX sectors, or SILVX dividends.

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