SGLC
+2.76 · +7.58%
$39.12 · NYSE ARCA

Rbb Fund Inc. - Sgi U.S Large Cap Core Equity Fund (SGLC) ETF Analysis | Large Blend

Summit Global Investments · USA
AUM:$144.7M
#– of – in Large Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 19.1% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.85% — above average for this category.

What is SGLC?

The fund is an actively-managed ETF and seeks to achieve its objective by investing under normal circumstances at least 80% of the net assets of the portfolio (including borrowings for investment purposes) in securities of large-capitalization companies, which the fund's managers consider to be those companies listed within the Russell 1000® Index and S&P 500® Index. The fund"s investments will generally consist primarily of common stocks, but may also include preferred stocks, warrants to acquire common stock, and securities convertible into common stock.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
SGLC delivered 19.1% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.85% is above average. Verify whether the strategy justifies the cost.
Moderate Concentration
Top 10 holdings make up 44.3% of the ETF — a moderate level of name concentration.
ETF Information
AUM$144.7M
Expense Ratio0.85%
Dividend Yield0.22%
Holdings50
Inception DateMar 2023
Domicile–
Distribution–
Index–
ProviderSummit Global Investments
Beta–
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

How would SGLC affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+17.5%
1Y
+27.7%
3Y
+80.6%
5Y
+99.3%
OpenBook InsightIf you had invested £10,000 in SGLC 5 years ago, it would have grown to £19,934 — a gain of £9,934.

Annual Returns

Calendar year performance

SGLC delivered positive returns in 4 of the last 4 calendar years.
YearSGLC
2026 YTD+18.4%
2025+17.3%
2024+20.6%
2023+18.9%
CAGR 3yr+18.9%
4/4 positive yearsAvg return: +18.8%Worst year: +17.3% (2025)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
13.2%
Low
Momentum
+4.8%
30-day change
Support Level
44.75
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.