Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Rbb Fund Inc. - Sgi U.S Large Cap Core Equity Fund (SGLC)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
10/24/2025: SGLC (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 30.09% | Avg. Invested days 66 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 27.48 - 35.10 | Updated Date 06/30/2025 |
52 Weeks Range 27.48 - 35.10 | Updated Date 06/30/2025 |
Upturn AI SWOT
Rbb Fund Inc. - Sgi U.S Large Cap Core Equity Fund
ETF Overview
Overview
The Rbb Fund Inc. - Sgi U.S Large Cap Core Equity Fund is a passively managed ETF that seeks to replicate the performance of a broad market index of U.S. large-cap stocks. The fund offers diversified exposure to the largest companies in the U.S. equity market.
Reputation and Reliability
Rbb Fund Inc. is known for providing reliable investment products, and the Sgi U.S Large Cap Core Equity Fund is part of its suite of passively managed ETFs.
Management Expertise
The management team has experience in passive investment strategies and index tracking.
Investment Objective
Goal
To replicate, before fees and expenses, the performance of a broad market index of U.S. large-cap stocks.
Investment Approach and Strategy
Strategy: The fund employs a passive management strategy, attempting to match the returns of its underlying index by holding a portfolio of stocks that mirrors the index's composition.
Composition The ETF primarily holds stocks of large-capitalization U.S. companies.
Market Position
Market Share: Data unavailable for direct market share.
Total Net Assets (AUM): Data unavailable for direct AUM.
Competitors
Key Competitors
- SPDR S&P 500 ETF Trust (SPY)
- iShares Core S&P 500 ETF (IVV)
- Vanguard S&P 500 ETF (VOO)
Competitive Landscape
The U.S. large-cap ETF market is highly competitive, dominated by a few large players like SPY, IVV, and VOO. Rbb Fund Inc. faces the challenge of differentiating itself in a crowded field. Advantages would need to come from a unique expense ratio or tracking methodology, while the disadvantage is lower brand recognition and AUM compared to leaders.
Financial Performance
Historical Performance: Historical performance data is unavailable without access to live data sources.
Benchmark Comparison: Benchmark comparison requires specific historical data to assess tracking error.
Expense Ratio: Data unavailable for the fund's expense ratio.
Liquidity
Average Trading Volume
The ETF's liquidity is dependent on its trading volume, which can vary, so specific average trading volume data is needed.
Bid-Ask Spread
The bid-ask spread provides insight into trading costs, and real-time data is needed for that information.
Market Dynamics
Market Environment Factors
The fund's performance is tied to the overall health of the U.S. economy, interest rate changes, and investor sentiment towards large-cap stocks.
Growth Trajectory
The growth trajectory depends on the fund's ability to attract assets and maintain a low tracking error relative to its benchmark.
Moat and Competitive Advantages
Competitive Edge
Without specific proprietary advantages in investment strategy, fee structure, or market reach, the fund may struggle to gain a significant competitive edge in the crowded U.S. large-cap ETF market. A key advantage would have to include very low expense ratios compared to its competitors. Brand recognition and existing assets under management are vital for success in this space. Developing a niche could help it stand out.
Risk Analysis
Volatility
Volatility will mirror the volatility of the underlying U.S. large-cap stock market.
Market Risk
The ETF is exposed to market risk, meaning its value can decline due to broad market downturns or negative news affecting the companies in its portfolio.
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor seeking broad exposure to the U.S. large-cap market, who is comfortable with market fluctuations.
Market Risk
The ETF is best suited for long-term investors seeking passive index exposure.
Summary
The Rbb Fund Inc. - Sgi U.S Large Cap Core Equity Fund offers exposure to the U.S. large-cap equity market through a passive investment strategy. Its performance closely tracks a broad market index. Due to high competition in this sector, the fund needs to differentiate itself through low expense ratios or unique characteristics to gain market share. The ETF suits long-term investors seeking diversified exposure to large-cap U.S. equities. Further, it is exposed to typical market risks like broad market downturns or economic uncertainties.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Filings (where available).
Disclaimers:
This analysis is based on publicly available information and does not constitute financial advice. Data may be outdated.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Rbb Fund Inc. - Sgi U.S Large Cap Core Equity Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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 considers 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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.