Global Managed Volatility Fund Class Y (SGLYX) Research

This fund generally directs its investments towards a wide spectrum of U.S. and international corporations, without regard for their market capitalization. Its holdings may consist of diverse security types, including common and preferred shares, warrants, depositary receipts, exchange-traded funds (ETFs), and real estate investment trusts (REITs). While the portfolio will include companies from a minimum of three countries outside the United States, its geographical reach is typically much broader. Fund management expects that at least 40% of its total assets will be allocated to non-U.S. securities.

Market snapshot

Symbol
SGLYX
Price
$10.73
Day change
-0.37%
Market cap
$703.3M
52-week range
10.53-11.48
Sector
Financial Services
Industry
Asset Management - Global

Peer companies

  • American Century Global Real Estate Fd Inv Cl (ARYVX)
  • BNY Mellon Global Stock Fund - Class A (DGLAX)
  • BNY Mellon Global Stock Fund - Class C (DGLCX)
  • BNY Mellon Global Stock Fund - Class I (DGLRX)
  • Columbia Emerging Markets Fund Class A (EEMAX)
  • Trillium ESG Global Equity Fund Institutional Class (PORIX)
  • Trillium ESG Global Equity Fund Retail Class (PORTX)
  • T. Rowe Price Global Allocation (RPGAX)

Open Global Managed Volatility Fund Class Y (SGLYX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.