SGPGX Mutual Fund

SGPGX Mutual Fund (SGI Prudent Growth Fund Class I) is managed by Summit Global Investments with $53.6M in net assets. SGPGX expense ratio is 1.95%, holding 13 positions across sectors including Financials. Inception date: 2020-06-08.

SGPGX performance shows a YTD return of 9.54%. The 1-year return is 16.82% and the 5-year return is 5.43%. SGPGX dividend yield stands at 5.11%, paid annually.

SGPGX top holdings include Sgi Us Large Cap Equity Fund (28.3%), Sgi Enhanced Core Etf (14.5%), Ishares Core U.s. Aggregate (11.3%), Sgi Global Equity Fund (10.9%), Sgi Enhanced Global Income Etf (10.7%). Go to all SGPGX holdings, SGPGX sectors, or SGPGX dividends.

SGPGX can be compared against other funds. Use SGPGX overlap to find shared positions, or SGPGX vs another fund for a side-by-side view. SGPGX alternatives are available via the screener, along with tax-loss harvesting opportunities.