SGI Small Cap Core Fund (BOGIX) Research

The SGI Small Cap Core Fund's primary goal is to achieve its investment objectives by strategically allocating a substantial portion of its capital to U.S.-based companies. Specifically, under typical market conditions, the fund commits a minimum of 80% of its total assets (including any funds acquired through borrowing for investment purposes) to the equities of these American businesses. The fund's definition of "small cap" companies refers to those whose market value, at the point of purchase, aligns with the range of market capitalizations observed among companies included in the Russell 2000® Index over the preceding twelve months. Furthermore, the fund's advisor employs an active management approach, diligently selecting small-capitalization stocks that are believed to possess the potential for greater appreciation than the overall market index.

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