Back to top
more

Summitry Equity Fund: (MF: GGEFX)

(NASDAQ Mutual Funds) As of Apr 7, 2026 05:08 PM ET

$22.30 USD

+0.24 (1.09%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for GGEFX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Sell 5
MF Report

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Summitry Equity GGEFX NA NA 0.00 0.00 1.00 1.25

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Golub Group Equity Fund GGEFX 22.30 4/3/2009 0.00 9.02 19.57 11.67

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Summitry Equity GGEFX 1000 0 1000 A

Contact Information

Family Summitry
Address 919 E Hillsdale Blvd., Suite 150
Foster City, CA 94404
Phone 866 954-6682