SGPKX Mutual Fund

SGPKX Mutual Fund (SGI Peak Growth Fund Class I) is managed by Summit Global Investments with $75.2M in net assets. SGPKX expense ratio is 1.95%, holding 13 positions across sectors including Financials. Inception date: 2020-06-08.

SGPKX performance shows a YTD return of 12.02%. The 1-year return is 13.98% and the 5-year return is 7.37%. SGPKX dividend yield stands at 2.70%, paid annually.

SGPKX top holdings include SGI U.S. Large Cap Core ETF (24.7%), Sgi Enhanced Nasdaq-100 Etf (20.6%), Bogle Investment Management Sm (11.3%), SGI Dynamic Tactical ETF (9.8%), Sgi Enhanced Market Leaders Etf (6.0%). 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.