Mutual Fund

Investment Objective

You can find the fund's prospectus below as well as the fund's XBRL data files: 

Large Cap Fund XBRL & Small Cap Fund XBRL


Fact Sheets                                             Prospectuses / SAI

Large Cap Funds                                                 Large/Small Cap Fund Combined Prospectus / SAI

Small Cap Funds                                                 Global Fund Prospectus / SAI


Mutual Fund Account Forms                     

SGI Funds IRA Application                                     Annual Fund Update August 2015

SGI Funds New Account Application                      Semi-Annual Fund Update February 2016

SGI Funds Coverdell Account Application

SGI Funds IRA Transfer/Rollover Form

SGI Funds IRA/Qualified Plan Distribution Form


The SGI Funds are distributed by Quasar Distributors, LLC



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Market Data

  • SILVX : 14.44
  • LVOLX : 14.43
  • SGICX : 14.26
  • SCLVX : 12.08
  • SMLVX : 12.04
  • LVSMX : 12.08
  • Dow Jones : 19885.73
  • S&P 500 : 2274.64
  • Russell 2000 : 1372.05

SILVX,LVOLX,SGICX,SCLVX,SMLVX,LVSMX: Prior day closing prices.

Dow Jones, S&P 500, Russell 2000: 15-min delay.

SGI Large Cap Mutual Fund: (SILVX) I-Share, (LVOLX) A-Share, (SGICX) C-Share

SGI Small Cap Mutual Fund: (SCLVX) I-Share, (SMLVX) C-Share, (LVSMX) Retail Share