Sgi Peak is trading at 13.14 as of the 11th of December 2025; that is 0.84 percent increase since the beginning of the trading day. The fund's open price was 13.03. Sgi Peak has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 12th of September 2025 and ending today, the 11th of December 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
Sgi Peak Growth [SGPKX] is traded in USA and was established 11th of December 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%.
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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.
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.