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                                             Prospectus / SAI

Large Cap Funds                                                 Large Cap/Small Cap Global Fund Combined

Small Cap Funds                                                 Prospectus / SAI



Mutual Fund Account Forms                     

SGI Funds IRA Application                                     SGI Funds Annual Update August 2017

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

SGI Funds Coverdell Account Application             SGI Funds IRA/Coverdell Account Disclosure

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 : 16.42
  • LVOLX : 16.47
  • SGICX : 16.17
  • SCLVX : 12.35
  • SMLVX : 12.23
  • LVSMX : 12.36
  • Dow Jones : 26214.60
  • S&P 500 : 2832.97
  • Russell 2000 : 1605.17

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