SGI Mutual Funds List
Here you can find all mutual funds issued by SGI and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 1
- Avg. Expense Ratio
- 1.29%
- Avg. 1 Year Return
- 33.89%
- Avg. 5 Year Return
- 8.49%
- Median Risk/Return Score
- 84 / 100
SGI Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SGI Small Cap Core Fund | Small Cap Blend Equities | Oct 1, 1999 | 1.29% | 24.72% | 11.32% | 8.73% | 84 |
Explore top SGI Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best SGI Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| SGI Small Cap Core Fund | 84 | — | Oct 1999 |
Best-Performing SGI Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| SGI Small Cap Core Fund | 8.49% | — | Oct 1999 |
Lowest-Cost SGI Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| SGI Small Cap Core Fund | 1.29% | — | Oct 1999 |
Highest-Yield SGI Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| SGI Small Cap Core Fund | 8.73% | — | Oct 1999 |
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Top Mutual funds Comparisons
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