Sgi Prudent Financials
| SGPGX Fund | USD 10.85 0.11 1.02% |
Sgi |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Sgi Prudent Fund Summary
Sgi Prudent competes with Wealthbuilder Moderate, Pro-blend(r) Moderate, Lifestyle, Blackrock Moderate, and Tiaa-cref Lifestyle. 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. The advisor may focus the funds investments in a particular industry or sector for the purpose of capitalizing on performance momentum in that industry or sector due to significant changes in market conditions or geopolitical conditions.Specialization | Allocation--50% to 70% Equity, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Rbb Fund |
| Mutual Fund Family | Summit Global Investments |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 855 744 8500 |
| Currency | USD - US Dollar |
Sgi Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Sgi Prudent's current stock value. Our valuation model uses many indicators to compare Sgi Prudent value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Sgi Prudent competition to find correlations between indicators driving Sgi Prudent's intrinsic value. More Info.Sgi Prudent Growth is rated top fund in annual yield among similar funds. It also is rated top fund in net asset among similar funds making up about 356,328,079 of Net Asset per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Sgi Prudent's earnings, one of the primary drivers of an investment's value.Sgi Prudent Growth Systematic Risk
Sgi Prudent's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Sgi Prudent volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Sgi Prudent Growth correlated with the market. If Beta is less than 0 Sgi Prudent generally moves in the opposite direction as compared to the market. If Sgi Prudent Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Sgi Prudent Growth is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Sgi Prudent is generally in the same direction as the market. If Beta > 1 Sgi Prudent moves generally in the same direction as, but more than the movement of the benchmark.
Sgi Prudent March 15, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Sgi Prudent help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Sgi Prudent Growth. We use our internally-developed statistical techniques to arrive at the intrinsic value of Sgi Prudent Growth based on widely used predictive technical indicators. In general, we focus on analyzing Sgi Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Sgi Prudent's daily price indicators and compare them against related drivers.
| Information Ratio | 0.0598 | |||
| Maximum Drawdown | 2.98 | |||
| Value At Risk | (0.91) | |||
| Potential Upside | 0.722 |
Other Information on Investing in Sgi Mutual Fund
Sgi Prudent 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 Prudent security.
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