Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Summit Global Mutual Funds
View all of Summit Global’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Summit Global Mutual Funds List
1 to 7 of 7 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 | Fee Level Distribution | Share Class Type | Minimum Initial Investment |
|---|---|---|---|---|---|---|---|---|---|---|
| SGI Small Cap Core Fund Class I Shares | BOGIX | Small Blend | 20.44% | 20 | 1.230% | High | Institutional | $10,000 | ||
| SGI U.S. Large Cap Equity Fund Class A | LVOLX | Large Blend | 15.45% | 12 | 1.230% | High | Front Load | $1,000 | ||
| SGI Peak Growth Fund | SGPKX | Large Blend | 13.41% | 24 | 1.080% | High | No Load | $1,000 | ||
| SGI U.S. Large Cap Equity Fund Class I | SILVX | Large Blend | 15.72% | 11 | 0.980% | High | Institutional | $1M | ||
| SGI Prudent Growth Fund | SGPGX | Moderate Allocation | 10.65% | 7 | 1.160% | High | No Load | $1,000 | ||
| SGI U.S. Large Cap Equity Fund Class C | SGICX | Large Blend | 14.69% | 15 | 1.980% | High | Level Load | $1,000 | ||
| SGI Global Equity Fund Class I | SGLIX | Global Large-Stock Blend | 16.87% | 5 | 0.840% | Below Average | Institutional | $1M |
Summit Global Funds - 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
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States