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Summit Global Investments US Low Volatility Equity Fund

SILVX:US
NASDAQ GM
15.60
USD
0.00
0.00%
As of 9:29 AM EDT 9/20/2017
Fund Type
Open-End Fund
52Wk Range
13.69 - 15.65
1 Yr Return
10.19%
YTD Return
8.33%
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Previous Close
15.60
52Wk Range
13.69 - 15.65
1 Yr Return
11.34%
YTD Return
8.33%
Fund Type
Open-End Fund
Objective
Blend Broad Market
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 09/20/2017)
15.6
Total Assets (m USD) (on 09/20/2017)
116.393
Inception Date
03/01/2012
Last Dividend (on 12/13/2016)
0.00538
Dividend Indicated Gross Yield
1.02%
Fund Managers
DAVID HARDEN "DAVE"
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
1.50%
12b-1 Fee
0.00%
Current Mgmt Fee
0.65%
Expense Ratio
0.98%

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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