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Upturn AI SWOT - About
Rbb Fund Inc. - Sgi U.S Large Cap Core Equity Fund (SGLC)
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Upturn Advisory Summary
08/14/2025: SGLC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 25.33% | Avg. Invested days 58 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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 (SICLX) aims to provide investment results that correspond generally to the price and yield performance of the SGI U.S. Large Cap Core Equity Index. It focuses on U.S. large-cap stocks, employing a core equity strategy to achieve broad market exposure.
Reputation and Reliability
Rbb Fund Inc. is known for offering a range of investment solutions. Their reliability hinges on regulatory compliance and transparency.
Management Expertise
The management team's expertise typically involves portfolio management and investment strategy development, with a focus on index tracking and efficient portfolio construction.
Investment Objective
Goal
The primary investment goal is to replicate, before fees and expenses, the performance of the SGI U.S. Large Cap Core Equity Index.
Investment Approach and Strategy
Strategy: The fund employs a passive management strategy, seeking to track the performance of its underlying index.
Composition The ETF holds primarily large-cap U.S. stocks included in the SGI U.S. Large Cap Core Equity Index.
Market Position
Market Share: Data unavailable. SICLX has a relatively smaller market share compared to major large-cap ETFs.
Total Net Assets (AUM): 28300000.0
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 large-cap ETF market is highly competitive, dominated by funds tracking the S&P 500. SICLX's advantage lies in its specific index and potential for targeted exposure, but it faces challenges in gaining significant market share due to established competitors and the size of the fund.
Financial Performance
Historical Performance: Historical performance data needs to be gathered from financial data providers.
Benchmark Comparison: Performance should be compared to the SGI U.S. Large Cap Core Equity Index.
Expense Ratio: 0.09
Liquidity
Average Trading Volume
The average trading volume is relatively low compared to larger ETFs, potentially leading to wider bid-ask spreads.
Bid-Ask Spread
The bid-ask spread may be wider due to the lower trading volume, which could increase trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, and market sentiment towards large-cap stocks influence SICLX's performance.
Growth Trajectory
The growth trajectory is dependent on investor interest in its specific index and overall market conditions favoring large-cap equities.
Moat and Competitive Advantages
Competitive Edge
SICLX's competitive advantage, if any, lies in the specific composition and methodology of the SGI U.S. Large Cap Core Equity Index. It may offer a slightly different exposure compared to broad S&P 500 trackers, potentially attracting investors seeking nuanced large-cap exposure. However, this nuanced exposure has not translated into superior performance and high growth is unlikely given the small fund size. Furthermore, the low AUM and trading volume may deter investors.
Risk Analysis
Volatility
The volatility is expected to be similar to that of the broader large-cap market.
Market Risk
SICLX is subject to market risk, which is the risk that the overall market declines, leading to losses in the fund's holdings.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking broad large-cap U.S. equity exposure with a specific interest in the SGI U.S. Large Cap Core Equity Index.
Market Risk
SICLX is suitable for long-term investors seeking passive index-tracking exposure to large-cap U.S. stocks, but they must tolerate limited liquidity.
Summary
The Rbb Fund Inc. - Sgi U.S Large Cap Core Equity Fund aims to replicate the performance of the SGI U.S. Large Cap Core Equity Index. It provides exposure to a portfolio of large-cap US equities and offers a very low expense ratio. The fund is small, with low AUM and trading volume, which may deter many investors. It is subject to standard market risks and has a performance profile closely tied to the large-cap equity market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- ETF.com
- Morningstar
- SGI Index Data
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a financial advisor before making any investment decisions.
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.