Skip to content
Beacon

SGLCSGI U.S. Large Cap Core ETF

Grow my money#1931 of 2944 for Grow my money

Seeks long-term capital appreciation.

Summit Global Investments · Since 2023 (3 years)

Annual Cost

0.85%

#4125 out of 5,332 ETFs

Fund Size

$168M

#2249 out of 5,332 ETFs

Dividend Yield

0.24%

Track Record

3 years

#3063 out of 5,332 ETFs

Performance

1 Year

+35.2%

3 Years

+22.1%

5 Years

N/A

What's inside

Asset class
Strategy
active selection
Cap
large

Asset allocation

Stocks
101.5%

Sector breakdown

Technology
32.4%
Financial Services
14.9%
Communication
11.2%
Consumer Cyclical
10.1%
Healthcare
9.9%
Industrials
6.5%
Consumer Defensive
5.4%
Basic Materials
3.1%
Other
6.6%

Top holdings

NVIDIA CorpNVDA8.7%
Apple IncAAPL6.9%
Alphabet Inc Class AGOOGL6.0%
Microsoft CorpMSFT5.7%
Amazon.com IncAMZN3.5%
Meta Platforms Inc Class AMETA3.0%
Regeneron Pharmaceuticals IncREGN2.8%
Berkshire Hathaway Inc Class BBRK-B2.4%
Micron Technology IncMU2.2%
EMCOR Group IncEME2.2%

Risk profile

Volatility (1Y)

13.9%

Moderate

Max drawdown

-20.2%

Worst peak-to-trough loss

Sharpe (3Y)

1.10

Excellent risk-adjusted returns

Sortino (3Y)

1.61

Good downside protection

Similar ETFs

Data updated on 2026-05-05