SGI U.S. Large Cap Equity FundSGLVX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$202.6M
Expense ratio
—
1-year return
—
3 years, a year
—
5 years, a year
—
Holdings
97
What it aims to do.
The SGI U.S. Large Cap Equity Fund (for this section only, the Fund) seeks long-term capital appreciation. There can be no guarantee that the Fund will achieve its investment objective.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NEM Newmont Corp | 3.99% |
| CL Colgate-Palmolive Co | 3.72% |
| MU Micron Technology Inc | 3.61% |
| PGR Progressive Corp/The | 3.38% |
| REGN Regeneron Pharmaceuticals Inc | 3.23% |
| PEP PepsiCo Inc | 3.21% |
| COST Costco Wholesale Corp | 3.20% |
| MNST Monster Beverage Corp | 3.18% |
| MA Mastercard Inc | 2.91% |
| META Meta Platforms Inc | 2.89% |
More on SGLVX.
- SGLVX overview
- SGLVX holdings
- SGLVX risk
- SGLVX costs
- SGLVX money in and out
- SGLVX share classes
- Compare SGLVX with other funds
Returns after fees, from the fund's SEC filings. Past returns are not a promise. Not financial advice.