Bogle Small is trading at 30.92 as of the 6th of January 2026; that is 1.21 percent up since the beginning of the trading day. The fund's open price was 30.55. Bogle Small has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 7th of December 2025 and ending today, the 6th of January 2026. Click here to learn more.
The fund seeks to achieve its objective by investing under normal circumstances at least 80 percent of the net assets of the portfolio in the stocks of U.S. companies with market capitalizations, at the time of purchase, that are within the trailing twelve-month range of the market capitalizations of those companies that are included in the Russell 2000 Index . More on Bogle Small Cap
Bogle Small Cap [BOGIX] is traded in USA and was established 6th of January 2026. Bogle Small is listed under Summit Global Investments category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Summit Global Investments family. This fund currently has accumulated 116.78 M in assets under management (AUM) with minimum initial investment of 10 K. Bogle Small Cap is currently producing year-to-date (YTD) return of 1.04% with the current yeild of 0.01%, while the total return for the last 3 years was 10.13%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Bogle Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Bogle Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Bogle Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Bogle Mutual Fund
Bogle Small financial ratios help investors to determine whether Bogle Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Bogle with respect to the benefits of owning Bogle Small security.