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Summit Global Investments Funds

Summit Global Investments is a company that sells mutual funds with $647M... Summit Global Investments is a company that sells mutual funds with $647M in assets under management. The average expense ratio from all mutual funds is 1.35%. 80.00% of all the mutual funds are no load funds. The oldest fund launched was in 2009. The average manager tenure for all managers at Summit Global Investments is 6.28 years. The company offers investors 5 mutual funds, in terms of the number of individual fund symbols. View more View less

Summit Global Investments is a company that sells mutual funds with $647M in assets under management. The average expense ratio from all mutual funds is 1.35%. 80.00% of all the mutual funds are... Summit Global Investments is a company that sells mutual funds with $647M in assets under management. The average expense ratio from all mutual funds is 1.35%. 80.00% of all the mutual funds are no load funds. The oldest fund launched was in 2009. The average manager tenure for all managers at Summit Global Investments is 6.28 years. The company offers investors 5 mutual funds, in terms of the number of individual fund symbols. View more View less

Overview

Returns

Income

Allocations

Fees

About

Filter by Security Type
As of 12/6/23
SGI U.S. Large Cap Equity Fund

SILVX | Fund | I

$18.61

-0.16%

$356.23 M

1.05%

$0.20

9.49%

4.38%

8.09%

9.17%

0.96%

SGI Global Equity Fund

SGLIX | Fund | I

$34.96

-0.06%

$146.49 M

0.87%

$0.31

9.57%

4.43%

6.51%

-

1.01%

SGI Global Equity Fund

DWUGX | Fund | Inst

$34.92

-0.11%

$122.59 M

0.00%

-

-

-

-

-

0.98%

SGI U.S. Small Cap Equity Fund

SCLVX | Fund | I

$11.62

-0.77%

$35.69 M

0.60%

$0.07

1.10%

4.37%

1.39%

-

1.46%

SGI Prudent Growth Fund

SGPGX | Fund | I

$10.42

-0.10%

$20.76 M

0.13%

$0.01

5.08%

0.74%

-

-

2.11%

SGI Peak Growth Fund

SGPKX | Fund | I

$10.75

-0.37%

$19.43 M

0.01%

$0.00

5.92%

2.08%

-

-

2.35%

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