Sgi Prudent is trading at 10.85 as of the 4th of January 2025; that is 0.56 percent increase since the beginning of the trading day. The fund's open price was 10.79. Sgi Prudent has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 5th of November 2024 and ending today, the 4th of January 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 Prudent Growth
Sgi Prudent Growth [SGPGX] is traded in USA and was established 4th of January 2025. Sgi Prudent is listed under Summit Global Investments category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Summit Global Investments family. Sgi Prudent Growth at this time has accumulated 23.55 M in assets with minimum initial investment of 1 K. with the current yeild of 0.0%.
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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 Prudent 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 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.