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SGI Small Cap Core Fund I Shares BOGIX

Quantitative rating as of
NAV / 1-Day Return
25.17  /  1.10 %
Total Assets
91.9 Mil
Adj. Expense Ratio
1.230%
Expense Ratio
1.290%
Distribution Fee Level
High
Share Class Type
Institutional
Category
Small Blend
Investment Style
Small Blend
Min. Initial Investment
10,000
Status
Open
TTM Yield
0.00
Turnover
270%

Morningstar’s Analysis BOGIX

Will BOGIX outperform in future?

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

Summary

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A middling Parent Pillar rating and a subpar People Pillar limit SGI Small Cap Core Fund I Shares to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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