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SGPGX Holdings List NMFQS:SGPGX

Allocation--50% to 70% Equity | Summit Global Investments
$
↑ $0.00 (0.00%)
Last Updated: Apr 03, 2026

SGI Prudent Growth (SGPGX) - Allocation--50% to 70% Equity fund with $23.55 Million in assets. The fund allocates 103.22% of its portfolio to its top 10 holdings.

The largest holding in the fund is SGI US Large Cap Equity Fund at 29.19% of total assets. This is followed by iShares Core U.S. Aggregate Bond ETF (11.31%) and SGI Enhanced Core ETF (14.57%).

SGPGX Holdings

Name Weight Owned Change
SGI US Large Cap Equity Fund 29.19% - -
iShares Core U.S. Aggregate Bond ETF 11.31% - -
SGI Enhanced Core ETF 14.57% - -
SGI US Large Cap Core Equity ETF 4.01% - -
SGI Global Equity Fund 10.95% - -
SGI Enhanced Global Income ETF 10.08% - -
SGI Small Cap Core Fund 8.12% - -
iShares iBoxx $ High Yield Corporate Bond ETF 5.02% - -
SGI Diversified Tactical Fund/The 5.01% - -
iShares 20+ Year Treasury Bond ETF 4.96% - -
SPDR Blackstone Senior Loan ETF 1.85% - -
iShares 7-10 Year Treasury Bond ETF 1.47% - -
SPDR Bloomberg Emerging Markets Local Bond ETF 1.46% - -

Asset Allocation

No asset allocation data available

Market Cap

No market cap data available

Sector Weights

No sector weights data available

World Regions

No world regions data available