Small Cap Growth Profund Fund Quote

SGPIX Fund  USD 107.09  1.15  1.09%   

Performance

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Odds Of Distress

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Small-cap Growth is trading at 107.09 as of the 1st of March 2025; that is 1.09 percent up since the beginning of the trading day. The fund's open price was 105.94. Small-cap Growth has about a 21 % 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 1st of December 2024 and ending today, the 1st of March 2025. Click here to learn more.
The fund invests in financial instruments that the fund Advisors believes, in combination, should track the performance of the index. The index is designed to provide a comprehensive measure of small-cap U.S. equity growth performance. It is a market capitalization-weighted index comprising of stocks from the SP SmallCap 600 that have been identified as being on the growth end of the growth-value spectrum as determined by SP Dow Jones Indices LLC.. More on Small Cap Growth Profund

Moving together with Small-cap Mutual Fund

  0.76TEPIX Technology UltrasectorPairCorr
  0.68GVPIX Us Government Plus Steady GrowthPairCorr

Moving against Small-cap Mutual Fund

  0.71SRPIX Short Real EstatePairCorr
  0.48SNPIX Short Oil GasPairCorr

Small-cap Mutual Fund Highlights

Fund ConcentrationProFunds Funds, Large Funds, Small Blend Funds, Small Blend, ProFunds, Large, Small Growth (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date30th of November 2022
Fiscal Year EndJuly
Small Cap Growth Profund [SGPIX] is traded in USA and was established 1st of March 2025. Small-cap Growth is listed under ProFunds category by Fama And French industry classification. The fund is listed under Small Blend category and is part of ProFunds family. This fund at this time has accumulated 4.81 M in assets with minimum initial investment of 15 K. Small Cap Growth is currently producing year-to-date (YTD) return of 2.67%, while the total return for the last 3 years was 2.08%.
Check Small-cap Growth Probability Of Bankruptcy

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 Small-cap 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 Small-cap 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 Small Cap Growth Profund 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.

Top Small Cap Growth Profund Mutual Fund Constituents

GTLSChart IndustriesStockIndustrials
FOXFFox Factory HoldingStockConsumer Discretionary
YETIYETI HoldingsStockConsumer Discretionary
KFYKorn FerryStockIndustrials
OMCLOmnicellStockHealth Care
HQYHealthEquityStockHealth Care
POWIPower IntegrationsStockInformation Technology
LCIILCI IndustriesStockConsumer Discretionary
More Details

Small Cap Growth Risk Profiles

Small-cap Growth Against Markets

Other Information on Investing in Small-cap Mutual Fund

Small-cap Growth financial ratios help investors to determine whether Small-cap 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 Small-cap with respect to the benefits of owning Small-cap Growth security.
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