SGI U.S. Large Cap Core ETF SGLC

Medalist Rating as of | See Summit Global Investment Hub

Morningstar’s Analysis SGLC

Will SGLC outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

SGI U.S. Large Cap Core ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings SGLC

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings41.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.4718M
Technology

Apple Inc

6.8815M
Technology

Microsoft Corp

5.8913M
Technology

Amazon.com Inc

4.139M
Consumer Cyclical

Alphabet Inc Class A

3.407M
Communication Services

Meta Platforms Inc Class A

2.786M
Communication Services

Alphabet Inc Class C

2.756M
Communication Services

Broadcom Inc

2.545M
Technology

Micron Technology Inc

2.395M
Technology

Eli Lilly and Co

1.744M
Healthcare

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