Sgi Peak Growth Fund Quote
SGPKX Fund | USD 12.09 0.05 0.42% |
PerformanceStrong
| Odds Of DistressLow
|
Sgi Peak is trading at 12.09 as of the 21st of July 2025; that is 0.42 percent increase since the beginning of the trading day. The fund's open price was 12.04. Sgi Peak has less than a 12 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 22nd of April 2025 and ending today, the 21st of July 2025. Click here to learn more.
The fund invests in securities of affiliated and unaffiliated open-end mutual funds and ETFs. It may allocate assets across six categories of underlying funds domestic equities, foreign equities, domestic investment-grade bonds, domestic high yield bonds, foreign investment-grade and high yield bonds, and money market funds. More on Sgi Peak Growth
Moving together with Sgi Mutual Fund
Sgi Mutual Fund Highlights
Fund Concentration | Summit Global Investments Funds, Large Blend Funds, Large Blend, Summit Global Investments (View all Sectors) |
Update Date | 30th of June 2025 |
Sgi Peak Growth [SGPKX] is traded in USA and was established 21st of July 2025. Sgi Peak is listed under Summit Global Investments category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Summit Global Investments family. Sgi Peak Growth at this time has accumulated 22.78 M in assets with minimum initial investment of 1 K. with the current yeild of 0.07%.
Check Sgi Peak Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Sgi Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Sgi Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Sgi Peak Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Sgi Peak Growth Mutual Fund Constituents
AGG | iShares Core Aggregate | Etf | Intermediate Core Bond | |
BOGIX | Bogle Small Cap | Mutual Fund | Small Blend | |
EEM | iShares MSCI Emerging | Etf | Diversified Emerging Mkts | |
QQQ | Invesco QQQ Trust | Etf | Large Growth | |
SGLIX | Summit Global Investments | Mutual Fund | World Large-Stock Blend | |
SILVX | Summit Global Investments | Mutual Fund | Large Blend | |
SMMV | iShares MSCI USA | Etf | Small Blend | |
VIG | Vanguard Dividend Appreciation | Etf | Large Blend |
Sgi Peak Growth Risk Profiles
Mean Deviation | 0.4908 | |||
Semi Deviation | 0.2878 | |||
Standard Deviation | 0.6798 | |||
Variance | 0.4621 |
Sgi Peak Against Markets
Other Information on Investing in Sgi Mutual Fund
Sgi Peak financial ratios help investors to determine whether Sgi Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Sgi with respect to the benefits of owning Sgi Peak security.
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