Summit Global Investments Mutual Funds List
Here you can find all mutual funds issued by Summit Global Investments 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
- 0.98%
- Avg. 1 Year Return
- 16.52%
- Avg. 5 Year Return
- 8.61%
- Median Risk/Return Score
- 38 / 100
Summit Global Investments 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 U.S. Large Equity Fund | Large Cap Blend Equities | Feb 29, 2012 | 0.98% | 8.66% | 10.45% | 8.16% | 38 |
Explore top Summit Global Investments 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 Summit Global Investments Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| SGI U.S. Large Equity Fund | 38 | — | Feb 2012 |
Best-Performing Summit Global Investments Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| SGI U.S. Large Equity Fund | 8.61% | — | Feb 2012 |
Lowest-Cost Summit Global Investments Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| SGI U.S. Large Equity Fund | 0.98% | — | Feb 2012 |
Highest-Yield Summit Global Investments Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| SGI U.S. Large Equity Fund | 8.16% | — | Feb 2012 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.