Summit Global Investments Fund Quote

SGLIX Fund  USD 31.64  0.07  0.22%   

Performance

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Odds Of Distress

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Summit Global is trading at 31.64 as of the 20th of January 2025; that is 0.22 percent up since the beginning of the trading day. The fund's open price was 31.57. 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 21st of December 2024 and ending today, the 20th of January 2025. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of the value of its net assets, plus any borrowings for investment purposes, in equity securities. Sgi Global is traded on NASDAQ Exchange in the United States. More on Summit Global Investments

Moving together with Summit Mutual Fund

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Summit Mutual Fund Highlights

Fund ConcentrationWorld Large-Stock Blend, Summit Global Investments, Large Blend, World Large-Stock Blend (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date31st of December 2022
Fiscal Year EndAugust
Summit Global Investments [SGLIX] is traded in USA and was established 20th of January 2025. The fund is listed under World Large-Stock Blend category and is part of Summit Global Investments family. This fund at this time has accumulated 139.88 M in assets with minimum initial investment of 1000 K. Summit Global Investments is currently producing year-to-date (YTD) return of 1.09% with the current yeild of 0.02%, while the total return for the last 3 years was 2.94%.
Check Summit Global Probability Of Bankruptcy

Instrument Allocation

Top Summit Global Investments Mutual Fund Constituents

CLXThe CloroxStockConsumer Staples
MSFTMicrosoftStockInformation Technology
TROWT Rowe PriceStockFinancials
WMTWalmartStockConsumer Staples
DLBDolby LaboratoriesStockInformation Technology
CRMSalesforceStockInformation Technology
AMZNAmazon IncStockConsumer Discretionary
SBUXStarbucksStockConsumer Discretionary
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Summit Global Top Holders

SGPGXSgi Prudent GrowthMutual FundAllocation--50% to 70% Equity
SGPKXSgi Peak GrowthMutual FundLarge Blend
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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.
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