SGI U.S. Large Equity Fund (LVOLX)
SGI U.S. Large Equity Fund operates in the Asset Management industry of the Financial Services sector, headquartered in Milwaukee, WI, US. The stock last traded at $19.94, up 0.10% on the session, giving a market capitalisation of $193.7M. Its beta of 0.65 implies it has historically moved less than the broad market.
This fund typically allocates a substantial portion, specifically at least 80%, of its net assets—including any capital acquired through borrowing for investment purposes—to equity instruments. These investments largely focus on common stocks of corporations represented in the Russell 1000® Index and the S&P 500® Index. The portfolio's holdings may encompass various equity-related securities, such as standard common shares, preferred shares, warrants allowing the purchase of common stock, and other financial instruments convertible into common stock. All equity acquisitions are executed within the United States, either on officially registered stock exchanges or through the over-the-counter market.
SGI U.S. Large Equity Fund is most often compared with the following Financial Services names: