SGI Peak Growth Fund SGPKX
Type
Mutual fund
Peer group
Allocation
Net assets
$62.9M
Expense ratio
1.08%
1-year return
+17.7%
3 years, a year
+13.3%
5 years, a year
+7.7%
Holdings
12
What it aims to do.
The SGI Peak Fund (for this section only, the Fund) seeks capital appreciation. There can be no guarantee that the Fund will achieve its investment objective.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| SGI US Large Cap Core Equity E | 24.47% |
| SGI Enhanced Nasdaq-100 ETF | 23.80% |
| SGI Small Cap Core Fund | 12.10% |
| SGI Diversified Tactical Fund/ | 9.88% |
| SGI Enhanced Market Leaders ET | 5.89% |
| SGI Enhanced Global Income ETF | 4.99% |
| State Street SPDR Portfolio De | 4.04% |
| Vanguard FTSE Developed Market | 4.04% |
| Vanguard FTSE Emerging Markets | 3.98% |
| State Street SPDR Portfolio Em | 3.98% |
More on SGPKX.
- SGPKX overview
- SGPKX holdings
- SGPKX risk
- SGPKX costs
- SGPKX money in and out
- SGPKX share classes
- Compare SGPKX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.