SGI U.S. Large Cap Equity Fund Class I (SILVX) Research
This fund's primary objective is to generate returns that surpass the S&P 500® Index over a full market cycle, while simultaneously striving to temper overall market volatility. To achieve this, the fund typically commits at least 80% of its net assets (which includes any borrowed capital for investment) to equity securities. These investments predominantly consist of common stocks issued by companies found within the Russell 1000® and S&P 500® Indices. Beyond common shares, its holdings may also encompass preferred stocks, warrants allowing for common stock acquisition, and various securities convertible into common stock. All equity securities purchased by the fund are traded within the U.S., either on registered stock exchanges or through the over-the-counter market.
Market snapshot
- Symbol
- SILVX
- Price
- $18.93
- Day change
- +0.16%
- Market cap
- $190.6M
- P/E ratio
- 4.24x
- 52-week range
- 17.2-19.21
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Boston Trust Midcap Fund (BTMFX)
- Columbia Adaptive Risk Allocation Fund A (CRAAX)
- BNY Mellon Opportunistic Small Cap Fund Class I (DOPIX)
- Ashmore Emerging Markets Equity Fund - Class A (EMEAX)
- Ashmore Emerging Markets Equity Fund - Institutional Class (EMFIX)
- Hennessy Equity and Income Fund Investor Class (HEIFX)
- Royce Small-Cap Value Fund - Service Class (RYVFX)
- Sit Dividend Growth Fund Class I (SDVGX)
Open SGI U.S. Large Cap Equity Fund Class I (SILVX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.