SGLCSGI U.S. Large Cap Core ETF
Seeks long-term capital appreciation.
By Summit Global Investments · Launched 2023
Annual Cost
0.85%
#4,507 of 5,854 · expensive
Fund Size
$198M
#2,360 of 5,854 · mid-size
Return (1Y)Goal
+26.8%
Track Record
3 years
#2,897 of 5,854 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$12,701+27.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 43.5% of fundmoderately concentrated
NVIDIA Corp
7.9%
Apple Inc
6.9%
Alphabet Inc
5.9%
Microsoft Corp
5.8%
Amazon.com Inc
4.0%
Meta Platforms Inc
3.1%
Regeneron Pharmaceuticals Inc
2.6%
Mount Vernon Liquid Assets Portfolio, LLC
2.4%
Micron Technology Inc
2.4%
Berkshire Hathaway Inc
2.3%
Asset allocation
Stocks
99.8%
Cash
0.1%
By sector
Technology
36.7%
Financial Services
14.5%
Communication
10.7%
Healthcare
9.8%
Consumer Cyclical
8.9%
Industrials
5.9%
Consumer Defensive
3.7%
Energy
2.9%
Other
6.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
14.5%Moderate
Year-on-year price swings
Max drawdown
-20.3%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.96Decent risk-adjusted returns
Sortino (3Y)
1.39Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Actively manages a portfolio primarily invested in securities of large-capitalization companies traded in the United States. The Fund invests at least 80% of net assets in these securities, primarily common stocks, while employing a semi-transparent ETF structure.
- Inception date
- March 30, 2023
- Fund family
- Summit Global Investments
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Data updated on 2026-08-03