SGI U.S. Large Equity Fund (LVOLX) Research

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.

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