Siit Global Managed Volatility FundSGMAX
Type
Mutual fund
Peer group
Global equity
Net assets
$1.9B
Expense ratio
0.72%
1-year return
+19.2%
3 years, a year
+17.2%
5 years, a year
+11.1%
12-month yield
12.79%
Holdings
810
What it aims to do.
Capital appreciation with less volatility than the broad global equity markets.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| CSCO Cisco Systems, Inc. | 1.26% |
| VZ Verizon Communications Inc. | 1.10% |
| Hsbc Holdings Plc | 0.97% |
| PFE Pfizer Inc. | 0.96% |
| SBC At&T Inc. | 0.96% |
| CMCSA Comcast Corporation | 0.95% |
| N/A | 0.93% |
| BMY Bristol-Myers Squibb Company | 0.92% |
| MRK Merck & Co., Inc. | 0.78% |
| JNJ Johnson & Johnson | 0.76% |
More on SGMAX.
- SGMAX overview
- SGMAX holdings
- SGMAX risk
- SGMAX costs
- SGMAX money in and out
- SGMAX share classes
- Compare SGMAX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.