Sgi Peak Growth Fund Quote

SGPKX Fund  USD 12.09  0.05  0.42%   

Performance

Strong

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
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

  0.92SGLIX Summit Global InvestmentsPairCorr
  0.98SGPGX Sgi Prudent GrowthPairCorr
  0.85SILVX Summit Global InvestmentsPairCorr
  0.98BOGIX Bogle Small CapPairCorr

Sgi Mutual Fund Highlights

Fund ConcentrationSummit Global Investments Funds, Large Blend Funds, Large Blend, Summit Global Investments (View all Sectors)
Update Date30th 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

AGGiShares Core AggregateEtfIntermediate Core Bond
BOGIXBogle Small CapMutual FundSmall Blend
EEMiShares MSCI EmergingEtfDiversified Emerging Mkts
QQQInvesco QQQ TrustEtfLarge Growth
SGLIXSummit Global InvestmentsMutual FundWorld Large-Stock Blend
SILVXSummit Global InvestmentsMutual FundLarge Blend
SMMViShares MSCI USAEtfSmall Blend
VIGVanguard Dividend AppreciationEtfLarge Blend
More Details

Sgi Peak Growth Risk Profiles

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.
Global Correlations
Find global opportunities by holding instruments from different markets
Headlines Timeline
Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity
Sync Your Broker
Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors.
Latest Portfolios
Quick portfolio dashboard that showcases your latest portfolios