Mutual Fund

Investment Objective

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

SGI Funds XBRL Files - January 2017  March 2017

 

Fact Sheets                                             Prospectuses / SAI

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

Small Cap Funds                                                 Global Fund Prospectus / SAI / Supplement 3.24.17

 

Mutual Fund Account Forms                     

SGI Funds IRA Application                                     SGI Funds Annual Update August 2016

SGI Funds New Account Application                           -Large/Small Cap Fund     -Global Fund

SGI Funds Coverdell Account Application              Semi-Annual Update - February 2016

SGI Funds IRA Transfer/Rollover Form

SGI Funds IRA/Qualified Plan Distribution Form

 

Equity securities (stocks) are subject to market, economic, and business risks that will cause their price to rise or fall over time. The net asset value (NAV) per share of the Fund will fluctuate as the value of the securities in the portfolio change and an investor may lose money. Although the Fund seeks lower volatility, there is no guarantee the Fund will perform as expected. In addition, the Small Cap Low Volatility Equity Fund will invest in small-cap companies, which tend to have limited liquidity and greater price volatility than large-capitalization companies.

The Funds are distributed by Quasar Distributors, LLC





 

 

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Market Data

  • SILVX : 14.95
  • LVOLX : 14.93
  • SGICX : 14.72
  • SCLVX : 12.25
  • SMLVX : 12.18
  • LVSMX : 12.25
  • Dow Jones : 20996.12
  • S&P 500 : 2388.61
  • Russell 2000 : 1411.08

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