SILVX Mutual Fund

SILVX Mutual Fund (SGI US Large Cap Equity Fund Class I) is managed by Summit Global Investments with $187.8M in net assets. SILVX expense ratio is 0.98%, holding 104 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2012-02-29.

SILVX performance shows a YTD return of 14.25%. The 1-year return is 18.71% and the 5-year return is 7.82%. SILVX dividend yield stands at 0.60%, paid annually.

SILVX top holdings include NVIDIA Corp (3.7%), Bank Of New York Mellon Corp (3.3%), Microsoft Corp (3.1%), Alphabet Inc Class C (3.1%), Incyte Corp (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.