Morningstar

SGI U.S. Large Cap Equity Fund Class A LVOLX

Morningstar Medalist Rating
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Medalist Rating as of See Summit Global Investment Hub
  • NAV / 1-Day Return $20.24  /  −0.05 %
  • Fund Size $196.7M
  • Adjusted Expense Ratio 1.230%
  • Net Expense Ratio 1.230%
  • Fee Level: Distribution High
  • Share Class Type Front Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.31%
  • Turnover Ratio 171%
NAV and 1-Day Return as of

Morningstar’s Analysis LVOLX

Will LVOLX 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 LVOLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LVOLX 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 LVOLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

SGI US Large Cap Equity A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings LVOLX

More LVOLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Progressive Corp

3.33 6M
Financial Services

NVIDIA Corp

3.32 6M
Technology

Microsoft Corp

3.16 6M
Technology

Alphabet Inc Class C

3.14 6M
Communication Services

Micron Technology Inc

2.96 6M
Technology

Incyte Corp

2.90 6M
Healthcare

Colgate-Palmolive Co

2.81 5M
Consumer Defensive

Newmont Corp

2.72 5M
Basic Materials

Costco Wholesale Corp

2.64 5M
Consumer Defensive

Eli Lilly and Co

2.62 5M
Healthcare

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