Summit Global Investments Fund Quote

SGLIX Fund  USD 33.45  0.14  0.42%   

Performance

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Weak
 
Strong

Odds Of Distress

Low

 
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Low
Summit Global is trading at 33.45 as of the 24th of July 2025; that is 0.42 percent up since the beginning of the trading day. The fund's open price was 33.31. Summit Global has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 25th of April 2025 and ending today, the 24th of July 2025. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of the value of its net assets, plus any borrowings for investment purposes, in equity securities. It invests, under normal market conditions, significantly in non-U.S. companies. The funds investments in equity securities include, without limitation, common stocks, preferred stocks, warrants to acquire common stock, and securities convertible into common stock.. More on Summit Global Investments

Moving together with Summit Mutual Fund

  0.93SGICX Summit Global InvestmentsPairCorr
  0.88SGPKX Sgi Peak GrowthPairCorr
  0.9SGPGX Sgi Prudent GrowthPairCorr
  0.84SILVX Summit Global InvestmentsPairCorr
  0.86BOGIX Bogle Small CapPairCorr

Summit Mutual Fund Highlights

Fund ConcentrationSummit Global Investments Funds, Large Blend Funds, World Large-Stock Blend Funds, World Large-Stock Blend, Summit Global Investments, Large Blend, World Large-Stock Blend (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date31st of December 2022
Fiscal Year EndAugust
Summit Global Investments [SGLIX] is traded in USA and was established 24th of July 2025. Summit Global is listed under Summit Global Investments category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of Summit Global Investments family. This fund at this time has accumulated 139.88 M in assets with minimum initial investment of 1000 K. Summit Global Investments is currently producing year-to-date (YTD) return of 6.36% with the current yeild of 0.02%, while the total return for the last 3 years was 9.57%.
Check Summit Global Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Summit Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Summit Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Summit Global Investments Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Summit Global Investments Mutual Fund Constituents

NICENice Ltd ADRStockInformation Technology
PSAPublic StorageStockReal Estate
DGDollar GeneralStockConsumer Staples
CBChubbStockFinancials
ADBEAdobe Systems IncorporatedStockInformation Technology
WMTWalmartStockConsumer Staples
MSFTMicrosoftStockInformation Technology
MAMastercardStockFinancials
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Summit Global Top Holders

SGPGXSgi Prudent GrowthMutual FundAllocation--50% to 70% Equity
SGPKXSgi Peak GrowthMutual FundLarge Blend
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Summit Global Investments Risk Profiles

Summit Global Against Markets

Other Information on Investing in Summit Mutual Fund

Summit Global financial ratios help investors to determine whether Summit Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Summit with respect to the benefits of owning Summit Global security.
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