Summit Global is trading at 17.67 as of the 21st of July 2025; that is 0.17 percent decrease since the beginning of the trading day. The fund's open price was 17.7. Summit Global has less than a 15 % 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 22nd of April 2025 and ending today, the 21st of July 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in equity securities, primarily common stocks, of companies within the Russell 1000 Index and SP 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. More on Summit Global Investments
Summit Global Investments [SILVX] is traded in USA and was established 21st of July 2025. Summit Global is listed under Summit Global Investments category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Summit Global Investments family. This fund at this time has accumulated 400.36 M in assets with minimum initial investment of 1000 K. Summit Global Investments is currently producing year-to-date (YTD) return of 0.8% with the current yeild of 0.0%, while the total return for the last 3 years was 10.51%.
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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
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.