Morningstar

SGI U.S. Large Cap Core ETF SGLC

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SGLC’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SGLC management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SGLC’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SGLC

More SGLC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.81 15M
Technology

Apple Inc

6.56 13M
Technology

Microsoft Corp

4.41 9M
Technology

Amazon.com Inc

3.72 7M
Consumer Cyclical

Alphabet Inc Class A

3.33 7M
Communication Services

Broadcom Inc

3.08 6M
Technology

Alphabet Inc Class C

2.64 5M
Communication Services

Micron Technology Inc

2.57 5M
Technology

Meta Platforms Inc Class A

2.43 5M
Communication Services

Eli Lilly and Co

2.36 5M
Healthcare

Sponsor Center