Morningstar

SGI Prudent Growth Fund SGPGX

Medalist Rating as of Aug 31, 2026 See Summit Global Investment Hub

Strategy

The investment seeks long-term capital appreciation. 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 fund's 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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SGPGX	SGI Prudent Growth Fund	No Load	Open			Jun 8, 2020	$53.06M	1.160%	High	$1,000	−$1.58M

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