SGPGX Mutual Fund (SGI Prudent Growth Fund Class I) is managed by Summit Global Investments with $52.8M in net assets. SGPGX expense ratio is 1.95%, holding 13 positions across sectors including Unknown, Financials. Inception date: 2020-06-08.

SGPGX performance shows a YTD return of 8.47%. The 1-year return is 15.74% and the 5-year return is 5.46%. SGPGX dividend yield stands at 5.14%, paid annually.

SGPGX top holdings include Sgi Us Large Cap Equity Fund (28.3%), Sgi Enhanced Core Etf (14.5%), Ishares Core U.s. Aggregate (11.3%), Sgi Global Equity Fund (10.9%), Sgi Enhanced Global Income Etf (10.7%). View all SGPGX holdings, sector breakdown, or dividend history.

SGPGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SGPGX alternatives are available via the screener, along with tax-loss harvesting opportunities.