SGA International Equity Investor (SGNLX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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SGA International Equity Investor
Advisors' Inner Circle Fund III
One Freedom Valley Drive
866-778-6397
Management information
Cynthia T. Tusan,Lead manager since 29 September 2016
Cynthia Tusan, President and Senior Portfolio Manager, founded
Strategic Global Advisors in 2005. Ms. Tusan leads the portfolio management team and the fundamental research team, and serves an active role in the
research and model development process. Ms. Tusan has been managing equity portfolios since 1989. Ms. Tusan earned her BA in Economics from Bryn Mawr College and her MBA from the Anderson School at UCLA. Ms. Tusan is a CFA charter holder, and a member of the CFA Society of Los Angeles and the CFA Society of Orange County.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryForeign Large Blend
Fund familyStrategic Global Advisors
Net assets6.66M
YTD return-0.64%
Yield2.72%
Morningstar rating★★
Inception date29 Sept 2016
Fund operations
Last dividend0.00
Last cap gain0.00
Holdings turnover58.00%
Average for categoryN/A
Fees and expenses
ExpenseSGNLXCategory average
Annual report expense ratio (net)1.20%0.92%
Prospectus net expense ratio1.20%N/A
Prospectus gross expense ratio7.02%N/A
Max 12b1 fee0.25%N/A
Max front end sales loadN/A5.28%
Max deferred sales loadN/A1.46%
3-yr expense projection1,550N/A
5-yr expense projection2,921N/A
10-yr expense projection6,114N/A
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