SGPGX Mutual Fund
SGPGX Mutual Fund
SGPGX Mutual Fund
SGI Prudent Growth Fund Class I
SGPGX Mutual Fund Overview
SGPGX Mutual Fund (SGI Prudent Growth Fund Class I) is managed by Summit Global Investments with $52.6M in net assets. SGPGX expense ratio is 1.95%, holding 16 positions across sectors including Financials. Inception date: 2020-06-08.
SGPGX performance shows a YTD return of 11.24%. The 1-year return is 15.71% and the 5-year return is 5.51%. SGPGX dividend yield stands at 5.04%, paid annually.
SGPGX top holdings include Sgi Us Large Cap Equity Fund (24.8%), SGI U.S. Large Cap Core ETF (10.2%), SGI Dynamic Tactical ETF (10.0%), Sgi Enhanced Global Income Etf (9.9%), Sgi Enhanced Core Etf (9.8%). 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.