About LVOLX
SGI U.S. Large Cap Equity Fund Class A is a mutual fund with a primary objective to deliver consistent returns by investing predominantly in large-cap U.S. equities. The fund chiefly allocates at least 80% of its assets to equity securities—primarily common stocks—within the Russell 1000 and S&P 500 indices, aiming to capture broad market exposure while managing overall volatility. It may also invest in preferred stocks, warrants, and convertible securities traded on registered U.S. exchanges or over-the-counter markets.
This fund follows a large blend investment style, holding positions across diverse economic sectors including communication services, consumer defensive, technology, financial services, healthcare, and utilities. Its portfolio consists of over 100 holdings, with significant representation from leading U.S. corporations like Alphabet Inc., Colgate-Palmolive, and Meta Platforms.
Designed to appeal to long-term investors seeking stability, the fund emphasizes risk control, as evidenced by its relatively low beta and stated goal to reduce volatility relative to the S&P 500 index. It pays dividends semi-annually and has a front-end sales charge, with a minimum investment requirement of $1,000 for its Class A shares. By blending broad market participation with defensive risk management, the fund plays a role as a core equity holding within diversified investment portfolios.
Fund Family Summit Global Investments
Category Large Blend
Performance Rating Low
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol LVOLX
Share Class Class A
Index S&P 500 Low Volatility TR USD
LVOLX had a total return of 3.08% in the past year, including dividends. Since the fund's
inception, the average annual return has been 16.64%.
