SGICX Mutual Fund
SGICX Mutual Fund
SGI US Large Cap Equity Fund Class C
SGICX Mutual Fund Overview
SGICX Mutual Fund (SGI US Large Cap Equity Fund Class C) is managed by Summit Global Investments with $1.1M in net assets. SGICX expense ratio is 1.98%, holding 96 positions across sectors including Health Care, Consumer Staples, Financials. Inception date: 2015-12-31.
SGICX performance shows a YTD return of 8.84%. The 1-year return is 16.14% and the 5-year return is 6.43%. SGICX dividend yield stands at 7.99%, paid annually.
SGICX 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 SGICX holdings, sector breakdown, or dividend history.
SGICX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SGICX alternatives are available via the screener, along with tax-loss harvesting opportunities.