SGI's Global Equity Fund (SGLIX) named to Investor's Business Daily's Best International Stock Mutual Funds list

BOUNTIFUL, Utah, June 26, 2025 /PRNewswire/ -- Summit Global Investments (SGI) announced today that its Global Equity Fund (SGLIX) has been named to IBD's Best International Stock Mutual Funds list for 2025. This recognition highlights SGLIX's strong performance and disciplined approach to global investing.

SGLIX is an actively managed fund that seeks long-term capital appreciation by investing in a diversified portfolio consisting primarily of equity securities, with a significant portion in non-U.S. companies.

The Global Equity Fund utilizes a quantitative multi-factor approach to identify companies they believe have the potential to outperform, which are then subjected to a rigorous screening process designed to eliminate stocks with weak prospects or heightened idiosyncratic risk.

"In today's interconnected markets, we believe investors are eager to find exposure to international companies to increase their diversification and potential growth opportunities, but not at the expense of disciplined risk management," said David Harden, CEO Summit Global Investments. "We utilize our proprietary Managed Risk Approach^™, which aims to minimize surprises through its critical focus on managing risks. This helps to produce a diversified portfolio with lower standard deviation than the benchmark over full market cycles."

Managers of the fund, each with over 30 years in the investment industry, have deep expertise in equity risk management, tactical positioning, and rigorous research. These strengths underscore Summit Global Investments' reputation for disciplined risk management, and the firm is proud to see their fund recognized among IBD's Best Funds of 2025. 

For more information: www.sgiam.com

About Summit Global Investments
Headquartered in Bountiful, Utah, SGI adheres to a disciplined, managed-risk, multi-factor investment process designed to find attractive investment opportunities. The firm manages multiple investment strategies for its clients. Over full market cycles, their strategies are designed to limit downside risks and allow for participation in market rallies. SGI's mission is clear – to help investors win. They care about return and deeply care about the risk associated with such returns. Ever mindful of the impact on their clients' assets, the combination of risk, return, and impact is at the center of their Managed Risk Approach.^™

SGI's investment process has evolved over decades of research and continuous revisions to understand and exploit what reduces risks and drives market returns.

IMPORTANT INFORMATION

The Fund's investment objectives, risks, charges, and expenses must be considered carefully before investing. The Prospectus contains this and other important information about the investment companies. The prospectus may be obtained by calling (800) 531-5142, or by visiting our website at www.sgiam.com. Read the Prospectus carefully before investing.

Investing involves risk, including possible loss of principal.

Diversification does not ensure a profit, nor does it protect against a loss in a declining market.

The inclusion of the SGI Global Equity Fund in Investor's Business Daily's (IBD) Best International Stock Mutual Funds list is based on criteria established by IBD, including recent performance metrics and consistency of returns relative to category peers. SGI did not pay to be considered for or included in this ranking. The methodology used by IBD is publicly available and is not affiliated with nor influenced by Summit Global Investments or its affiliates. Rankings and awards should not be construed as indicative of future performance or a recommendation to buy or sell any investment product.

The Funds are offered only to United States residents, and information on this web site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of any Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

SGI Global Equity Fund - Equity securities (stocks) are subject to market, economic, and business risks that will cause their price to rise or fall over time. The net asset value per share of the Fund will fluctuate as the value of the securities in the portfolio change and an investor may lose money. Although the Fund seeks lower volatility, there is no guarantee the Fund will perform as expected. Fund holdings and sector allocations are subject to change and are not recommendations to buy or sell any security. The Fund invests in foreign securities which involve political, economic and currency risks, greater volatility and differences in accounting methods. These risks are greater in emerging markets. The fund may invest in mid-cap companies, which involve additional risks such as limited liquidity and greater volatility than larger companies.

The Funds are distributed by Quasar Distributors, LLC.

SOURCE Summit Global Investments