The SGI U.S. Large Cap Equity mutual fund seeks to outperform the S&P 500 Index over a market cycle, while reducing overall volatility.
- Utilizes a quantitative multi factor approach to identify companies that we believe have the potential to outperform.
- Focused fundamental research that eliminates companies with heightened idiosyncratic risk.
- Dynamic company specific constraint process that restricts stocks with weak prospects or poor Environmental, Social, and Governance (ESG) characteristics.
- Unique risk management approach that results in a diversified portfolio with lower standard deviation than the benchmark over full market cycles.
Diversification does not ensure a profit, nor does it protect against a loss in a declining market.
- Benchmarked against the S&P 500
- 80-120 large capitalization holdings
- Sector weight +/- 15% of the benchmark
- Turnover historically 40-80%
- Lower standard deviation than the benchmark over full market cycles
- Fully invested
- Strong ESG considerations
* Beta & Standard Deviation 36 months
** Dividend yield weighted average, all other data weighted median
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Risk Statistics
Disclaimers
The S&P 500 is widely regarded as the best single gauge of large cap U.S. equities. The index includes 500 leading companies and captures approximately 80% coverage of available market capitalization. It is not possible to invest directly in an index. Total Returns As Of September 30, 2019
Inception Date: February 01, 2011 Fund Excess Returns Vs. Benchmark Results (Monthly)
Calendar Year Returns
Disclaimers
The Fund’s investment objectives, risks, charges, and expenses must be considered carefully before investing. The Prospectus contains this and other important information about the investment companies. A hard copy may be obtained by calling (800) 531-5142. Read the Prospectus carefully before investing. The Funds are distributed by Quasar Distributors, LLC. The Funds are offered only to United States residents, and information on this web site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of any Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction. Effective May 1, 2019, the Summit Global Investments U.S. Low Volatility Equity Fund was renamed the SGI U.S. Large Cap Equity Fund. The S&P 500 is widely regarded as the best single gauge of large cap U.S. equities. The index includes 500 leading companies and captures approximately 80% coverage of available market capitalization. It is not possible to invest directly in an index. |