SILVX Mutual Fund
SILVX Mutual Fund
SGI US Large Cap Equity Fund Class I
SILVX Mutual Fund Overview
SILVX Mutual Fund (SGI US Large Cap Equity Fund Class I) is managed by Summit Global Investments with $182.1M in net assets. SILVX expense ratio is 0.98%, holding 96 positions across sectors including Health Care, Consumer Staples, Financials. Inception date: 2012-02-29.
SILVX performance shows a YTD return of 9.31%. The 1-year return is 17.26% and the 5-year return is 7.52%. SILVX dividend yield stands at 8.09%, paid annually.
SILVX top holdings include Newmont Corp Snr S* Ice (4.0%), Colgate-Palmolive Co (3.7%), Micron Technology, Inc. (3.6%), The Progressive Corp. (3.4%), Regeneron Pharmaceuticals, Inc. (3.2%). View all SILVX holdings, sector breakdown, or dividend history.
SILVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SILVX alternatives are available via the screener, along with tax-loss harvesting opportunities.