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Morningstar

SGI Global Equity I SGLIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 33.93  /  1.19 %
  • Total Assets 132.5 Mil
  • Adj. Expense Ratio
    0.840%
  • Expense Ratio 0.840%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.94%
  • Turnover 87%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:08 PM GMT+00:00

Morningstar’s Analysis SGLIX

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

People Pillar

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

Summary

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SGI Global Equity I earns a Morningstar Quantitative Rating of Negative on the basis of subpar ratings in both the Process and Parent Pillars. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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