Summit Global ETFs List | Morningstar

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Summit Global ETFs List

1 to 6 of 6 Results

Name	Ticker	Morningstar Category	Morningstar Rating for Funds Overall	Portfolio ESG Risk Rating	Total Return YTD	Total Return Rank in Category (Day-End) YTD, Day-End	Adjusted Expense Ratio
SGI Dynamic Tactical ETF	DYTA	Tactical Allocation			6.42%	57	1.320%
SGI U.S. Large Cap Core ETF	SGLC	Large Blend			16.15%	9	0.850%
SGI Enhanced Nasdaq-100 ETF	QXQ	Derivative Income - Diversified	—		13.15%	27	0.980%
SGI Enhanced Global Income ETF	GINX	Global Large-Stock Value	—		17.14%	34	1.020%
SGI Enhanced Core ETF	USDX	Intermediate Core Bond	—	—	5.45%	1	1.080%
SGI Enhanced Market Leaders ETF	LDRX	Derivative Income - Diversified	—		9.93%	53	0.590%

Summit Global ETFs - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
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Morningstar Medalist Rating for Funds
The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.
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Morningstar Rating™ for Funds
The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.
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Percentile Rank
Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.
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