- What are the top holdings of LVOLX?
- SGI U.S. Large Equity Fund holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does LVOLX have?
- LVOLX holds — positions as reported by the fund's most recent disclosure.
- What sectors does LVOLX invest in?
- SGI U.S. Large Equity Fund (LVOLX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is LVOLX most exposed to?
- LVOLX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is LVOLX a US-only fund?
- The country allocation card on this page shows LVOLX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does LVOLX invest in?
- This fund typically allocates a substantial portion, specifically at least 80%, of its net assets—including any capital acquired through borrowing for investment purposes—to equity instruments. These investments largely focus on common stocks of corporations represented in the Russell 1000® Index and the S&P 500® Index. The portfolio's holdings may encompass various equity-related securities, such as standard common shares, preferred shares, warrants allowing the purchase of common stock, and other financial instruments convertible into common stock. All equity acquisitions are executed within the United States, either on officially registered stock exchanges or through the over-the-counter market.
