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This is a list of Summit Global Investments Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.
In this table you will find short term historical return data, including 1-year returns and 3-year returns on Summit Global Investments Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.
This table presents long term historical returns data for Summit Global Investments Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.
This list includes all management costs and other fee information for Summit Global Investments Funds.
This page includes relevant dividend information on Summit Global Investments Funds.
The table below illustrates valuable information regarding the primary fund manager for Summit Global Investments Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.
This list includes the retirement (IRA) and standard minimum amounts required to invest in Summit Global Investments Funds.
This list includes asset allocation proportions of the underlying holdings for Summit Global Investments Funds.
|Fund Name||Share Class & Symbol||Primary Category||Net Assets ($M USD)||1 Year Return||1 Year Rank in Primary Category||Exp Ratio||Primary Manager Tenure (yrs)|
|SGI U.S. Large Cap Equity Fund Class A||A (LVOLX)||U.S. Large-Cap Blend Equity||$569.62||21.49%||45.85%||1.11%||7.84|
|SGI U.S. Large Cap Equity Fund Class I||Inst (SILVX)||U.S. Large-Cap Blend Equity||$569.62||21.59%||44.78%||0.86%||7.84|
|SGI U.S. Large Cap Equity Fund Class C||C (SGICX)||U.S. Large-Cap Blend Equity||$569.62||25.70%||27.36%||1.86%||7.84|
|SGI U.S. Small Cap Equity Fund Class C||C (SMLVX)||U.S. Small-Cap Blend Equity||$47.67||12.73%||48.26%||2.40%||3.75|
|SGI U.S. Small Cap Equity Fund Class A||A (LVSMX)||U.S. Small-Cap Blend Equity||$47.67||13.27%||42.90%||1.65%||3.75|
|SGI U.S. Small Cap Equity Fund Class I||Inst (SCLVX)||U.S. Small-Cap Blend Equity||$47.67||13.24%||42.03%||1.40%||3.75|
|SGI Global Equity Fund Class I||Other (DWUGX)||World Large-Cap Equity||$28.69||18.49%||38.70%||1.11%||2.99|
|Fund Name||YTD||YTD Rank in Primary Category||1 Year Return||1 Year Rank in Primary Category||3 Year Return||3 Year Rank in Primary Category|
|Fund Name||5 Year Return||5 Year Rank in Primary Category||10 Year Return||10 Year Rank in Primary Category||Inception Date|
|Fund Name||Exp Ratio||Management Fee||12b-1||Admin Fee||Front Load||Deferred Load||Max Redemption Fee||Turnover|
|Fund Name||Div Yield||Last Dividend Date||Last Dividend Amount||Dividend Frequency||Net Income Ratio|
|Fund Name||YTD||Primary Manager||Start Date||Primary Manager Tenure (yrs)||Tenure Rank|
|Fund Name||IRA Minimum||Standard Minimum|
|Fund Name||Stocks||Bonds||Convertible Bonds||Preferred Stocks||Cash|
Summit Global Investments is a company that sells mutual funds with $1,881M in assets under management. The average expense ratio from all mutual funds is 1.32%. 75.00% 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 3.46 years. The company offers investors 7 mutual funds, in terms of the number of individual fund symbols.
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