LVOLX Mutual Fund (SGI US Large Cap Equity Fund Class A) is managed by Summit Global Investments with $10.9M in net assets. LVOLX expense ratio is 1.23%, holding 96 positions across sectors including Health Care, Consumer Staples, Financials. Inception date: 2015-11-02.

LVOLX performance shows a YTD return of 9.20%. The 1-year return is 17.03% and the 5-year return is 7.25%. LVOLX dividend yield stands at 7.77%, paid annually.

LVOLX 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 LVOLX holdings, sector breakdown, or dividend history.

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