SILVX : SGI U.S. Large Cap Equity Fund Class I

SILVX is a US Stocks Market Large Blend with HIGH fees.

SILVX

SGI U.S. Large Cap Equity Fund Class I

FI Score

42 /100

Expense Ratio Rating

5 /10

Expense Rating

1 /10

Market Score

5 /10

Category Score

10 /10

Market Size

5 /10

42% FI Score
  • silvx
  • Mutual Fund
  • US Stocks
  • Large Blend

SGI U.S. Large Cap Equity Fund Class I

Expenses: 0.93% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why »

Fund Summary

The investment seeks to outperform the S&P 500® Index over a market cycle while reducing overall volatility. The fund normally invests at least 80% of its net assets (including borrowings for investment purposes) in equity securities, primarily common stocks, of companies within the Russell 1000® Index and S&P 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. The fund purchases equity securities traded in the U.S. on registered exchanges or the over-the-counter market.

Largest Holdings

Amount Holding
3.40% Amazon.com Inc
3.30% Walmart Inc
3.16% Verizon Communications Inc
2.97% Flowers Foods Inc
2.89% American Water Works Co Inc
2.77% Jack Henry & Associates Inc
2.74% Clorox Co
2.68% IDEXX Laboratories Inc
2.63% Eli Lilly and Co
2.43% S&P Global Inc
2.27% Intuit Inc
2.27% OGE Energy Corp
2.21% Adobe Inc
2.15% Avangrid Inc
1.89% Evergy Inc
1.87% American Tower Corp
1.87% Public Storage
1.83% Dollar General Corp
1.82% VeriSign Inc
1.76% Zoetis Inc Class A
1.76% Microsoft Corp
1.71% Colgate-Palmolive Co
1.66% Kimberly-Clark Corp
1.65% Alphabet Inc A
1.64% Fiserv Inc

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