SGI Enhanced Core ETF ETF , USDX

26.02 +0.01 +0.04%

10/19/2024 02:00 AM NAS

Plus500. 82% of retail CFD accounts lose money

NAV

25.9934

10/16/2024

Ratings

n/a

Key Data

Summit Global Investments

N/A

137.29 M

USD

0.00 %

02/28/2024

Yes

Intermediate Core Bond

United States

U.S. Bank N.A

US74933W2540

USDX

Asset Allocation Top Instruments

Performance

Name	%
Performance Current Year	11.45
Performance since Inception	11.45
High 1 Year	11.44

Name	%
High 1 Year	11.44
Low 1 Year	9.81
Performance Current Year	11.45
Performance since Inception	11.45
Trailing Performance 1 Month	6.34
Trailing Performance 1 Week	-0.28
Trailing Performance 3 Months	2.78
Trailing Performance 6 Months	12.43
Trailing Return 1 Month	6.41
Trailing Return 2 Months	8.06
Trailing Return 3 Months	7.27
Trailing Return 6 Months	13.34
Trailing Return Since Inception	14.04

Historical Prices for SGI Enhanced Core ETF

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Price change over selected period: 0% 0

Sustainability Rating

No Rating available

Fixed Income

Investment Policy

The investment seeks income. The fund is an actively-managed exchange-traded fund (“ETF”) and seeks to achieve its objective by (1) investing in a diversified portfolio of higher-yielding high quality short-term money market instruments and/or money market mutual funds and (2) investing in ultra-short-term options strategies that seek to generate current income.

Terms

Initial minimum savings amount
Distribution	Distributing

funds category comparison

Name	1y Perf.
U.S. Debt Index Fund D	0.27
Steward Select Bond Fund Class R6	0.33
IVZ Build America Bonds Inc 10-20y 22 WM	0.89
IVZ Build America Bonds Inc 10-20y 22 M	0.89
IVZ Build America Bonds Inc 10-20y 29 M	1.19

Investment Trust

Name	Summit Global Investments
Address	620 South Main St.
Zip Code	84010
Website	http://summitglobalinvestments.com