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SGI Global Equity I SGLIX

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%

Morningstar’s Analysis SGLIX

Will SGLIX outperform in future?

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

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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