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 8 positions across sectors including Unknown, Financials. Inception date: 2020-06-08.

SGPKX performance shows a YTD return of 10.30%. The 1-year return is 27.50% and the 5-year return is 8.64%. SGPKX dividend yield stands at 2.62%, 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%). View all SGPKX holdings, sector breakdown, or dividend history.

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