SGPKX Mutual Fund

SGPKX Mutual Fund (SGI Peak Growth Fund Class I) is managed by Summit Global Investments with $77.0M in net assets. SGPKX expense ratio is 1.95%, holding 8 positions across sectors including Financials. Inception date: 2020-06-08.

SGPKX performance shows a YTD return of 13.27%. The 1-year return is 24.05% and the 5-year return is 8.15%. SGPKX dividend yield stands at 2.67%, paid annually.

SGPKX top holdings include SGI U.S. Large Cap Core ETF (19.9%), Sgi Enhanced Nasdaq-100 Etf (19.0%), Spdr Portfolio Developed World Ex-us ETF (18.9%), Bogle Investment Management Sm (12.2%), SGI Dynamic Tactical ETF (9.8%). Go to all SGPKX holdings, SGPKX sectors, or SGPKX dividends.

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