Summit Global Investments Fund Quote

LVOLX Fund  USD 17.76  0.12  0.68%   

Performance

0 of 100

 
Weak
 
Strong
Very Weak

Odds Of Distress

Less than 22

 
High
 
Low
Low
Summit Global is trading at 17.76 as of the 6th of January 2025; that is 0.68% up since the beginning of the trading day. The fund's open price was 17.64. Summit Global has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 8th of October 2024 and ending today, the 6th of January 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in equity securities, primarily common stocks, of companies within the Russell 1000 Index and SP 500 Index. Sgi US is traded on NASDAQ Exchange in the United States. More on Summit Global Investments

Moving together with Summit Mutual Fund

  0.82SGICX Summit Global InvestmentsPairCorr
  0.77SGLIX Summit Global InvestmentsPairCorr
  0.69SGPKX Sgi Peak GrowthPairCorr
  0.78SGPGX Sgi Prudent GrowthPairCorr
  1.0SILVX Summit Global InvestmentsPairCorr
  0.79BOGIX Bogle Small CapPairCorr

Summit Mutual Fund Highlights

Fund ConcentrationSummit Global Investments Funds, Large Blend Funds, Large Blend, Summit Global Investments, Large Blend, Large Blend (View all Sectors)
Update Date31st of December 2024
Summit Global Investments [LVOLX] is traded in USA and was established 6th of January 2025. Summit Global is listed under Summit Global Investments category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Summit Global Investments family. This fund now has accumulated 459.79 M in assets with no minimum investment requirementsSummit Global Investments is currently producing year-to-date (YTD) return of 0.68% with the current yeild of 0.01%, while the total return for the last 3 years was 4.67%.
Check Summit Global Probability Of Bankruptcy

Instrument Allocation

Top Summit Global Investments Mutual Fund Constituents

NVRNVR IncStockConsumer Discretionary
SNPSSynopsysStockInformation Technology
ELSEquity Lifestyle PropertiesStockReal Estate
HDHome DepotStockConsumer Discretionary
MSFTMicrosoftStockInformation Technology
PEPPepsiCoStockConsumer Staples
LHLaboratory ofStockHealth Care
AXPAmerican ExpressStockFinancials
More Details

Summit Global Investments Risk Profiles

Summit Global Against Markets

Other Information on Investing in Summit Mutual Fund

Summit Global financial ratios help investors to determine whether Summit Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Summit with respect to the benefits of owning Summit Global security.
Piotroski F Score
Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals
Price Transformation
Use Price Transformation models to analyze the depth of different equity instruments across global markets