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Summit Global Investments US Low Volatility Equity Fund

SGICX:US
NASDAQ GM
15.27
USD
0.03
0.20%
As of 9:29 AM EDT 9/22/2017
Fund Type
Open-End Fund
52Wk Range
13.49 - 15.36
1 Yr Return
8.86%
YTD Return
7.38%
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Previous Close
15.24
52Wk Range
13.49 - 15.36
1 Yr Return
8.26%
YTD Return
7.38%
Fund Type
Open-End Fund
Objective
Blend Broad Market
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 09/22/2017)
15.27
Total Assets (m USD) (on 09/22/2017)
116.066
Inception Date
01/04/2016
Last Dividend (on 12/13/2016)
0.106712
Dividend Indicated Gross Yield
0.70%
Fund Managers
DAVID HARDEN "DAVE"
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
1.50%
12b-1 Fee
1.00%
Current Mgmt Fee
0.70%
Expense Ratio
1.99%

Top Fund Holdings

Name Position Value % of Fund
69.50 k 3.06 m 2.68
38.10 k 2.88 m 2.53
18.60 k 2.87 m 2.51
36.50 k 2.85 m 2.49
19.20 k 2.79 m 2.45
33.00 k 2.78 m 2.44
21.80 k 2.76 m 2.42
2.71 m 2.71 m 2.38
21.50 k 2.66 m 2.33
79.00 k 2.65 m 2.32
Profile
Summit Global Investments U.S. Low Volatility Equity Fund is an open-end fund incorporated in the USA. The Fund aims to outperform the S&P 500 Index. The Fund invests in equity securities, primarily common stocks, of U.S. companies.
Address
Summit Global Investments, LLC
189 North, Hwy 89, Suite 144
North Salt Lake, UT 84054
Phone
-
Website
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