Morningstar

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

Medalist Rating as of Aug 31, 2026 See Summit Global Investment Hub

Strategy

The investment seeks to outperform the S&P 500® Index over a market cycle while reducing overall volatility. The fund normally invests at least 80% of its net assets (including borrowings for investment purposes) in equity securities, primarily common stocks, of companies within the Russell 1000® Index and S&P 500® Index. Its investments will generally consist of securities, which may include common stocks, preferred stocks, warrants to acquire common stock, and securities convertible into common stock. The fund purchases equity securities traded in the U.S. on registered exchanges or the over-the-counter market.

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 Distribution	Minimum Initial Investment	1-Year Net Flow
SILVX	SGI U.S. Large Cap Equity Fund Class I	Institutional	Open			Feb 29, 2012	$185.13M	0.980%	High	$1M	−$55.74M
LVOLX	SGI U.S. Large Cap Equity Fund Class A	Front Load	Open			Nov 2, 2015	$10.45M	1.230%	High	$1,000	−$5.16M
SGICX	SGI U.S. Large Cap Equity Fund Class C	Level Load	Open			Dec 31, 2015	$1.08M	1.980%	High	$1,000	−$445,086.70

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