SGI Small Cap Core Fund Class I Shares BOGIX

Morningstar Medalist Rating

Strategy

The investment seeks to provide long-term capital appreciation. The fund seeks to achieve its objective by investing under normal circumstances at least 80% of the net assets of the portfolio (including borrowings for investment purposes) in the stocks of U.S. companies with market capitalizations, at the time of purchase, that are within the trailing twelve-month range of the market capitalizations of those companies that are included in the Russell 2000® Index ("Small Cap Stocks"). As part of its investment strategy, the Adviser will continue to invest in Small Cap Stocks that the adviser believes will appreciate more than the index.

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
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Minimum Initial Investment
1-Year Net Flow
BOGIX
SGI Small Cap Core Fund Class I SharesInstitutionalOpen $133.38M1.230%High$10,000−$10.22M

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