ProFunds Small Cap Growth Fund Investor Class (SGPIX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
ProFunds Small Cap Growth Fund Investor Class (SGPIX) trades at $137.74 with AI Score 53/100 (Grade B). ProFunds Small Cap Growth Fund Investor Class (SGPIX) aims to replicate the performance of the S&P SmallCap… Market cap: $42.4M, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for SGPIX: SGPIX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates SGPIX against Financial Services peers across nine fundamental dimensions and assigns a mixed fundamental profile based on the underlying data.
SGPIX: this read rests on a single discipline (MoonshotScore) — the other council disciplines have no scored data yet.
How is this calculated? →Why this analysis is different
- A sector-relative MoonshotScore — five pillars (business quality, financial safety, valuation, growth durability, momentum) re-ranked nightly against the full universe of US-listed common stocks.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
ProFunds Small Cap Growth Fund Investor Class (SGPIX) Financial Services Profile
ProFunds Small Cap Growth Fund Investor Class (SGPIX) is an asset management fund with a $42.4M market cap that seeks to mirror the S&P SmallCap 600® Growth Index. It provides investors with exposure to the growth segment of the U.S. small-cap equity market, operating within the broader financial services sector.
What Is the Investment Thesis for SGPIX?
SGPIX offers a targeted investment vehicle for exposure to the small-cap growth segment of the U.S. equity market. The fund's primary value driver is its ability to closely track the S&P SmallCap 600® Growth Index, providing investors with a return profile that mirrors the index's performance. A key growth catalyst is the continued expansion and innovation within the small-cap sector, which can drive increased valuations and overall index performance. However, potential risks include the inherent volatility associated with small-cap stocks and the potential for tracking errors, which could cause the fund's performance to deviate from the index. With a beta of 1.16, the fund is more volatile than the overall market. The fund does not offer any dividend yield.
Based on FMP financials and quantitative analysis
SGPIX Key Highlights
The fund seeks to replicate the performance of the S&P SmallCap 600® Growth Index, offering targeted exposure to U.S. small-cap growth stocks.
- The fund operates with a market capitalization of $42.4M, reflecting its position within the asset management industry.
- SGPIX has a beta of 1.16, indicating a higher level of volatility compared to the broader market.
- The fund does not offer a dividend yield, focusing instead on capital appreciation through tracking the growth index.
- The investment strategy relies on ProFund Advisors' ability to select financial instruments that accurately mirror the index's composition.
Who Are SGPIX's Competitors?
SGPIX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| DIVE Dana Concentrated Dividend ETF | $27.91 | +0.35% | $37.2M | 46 |
| GVALX Gotham Large Value Institutional | $16.45 | -0.48% | $32.7M | — |
| MGPIX ProFunds Mid Cap Growth Fund Investor Class | $127.35 | -1.07% | $28.5M | 47 |
| RYCIX Rydex Consumer Products Fund Class Investor | $134.03 | -0.24% | $30.4M | — |
| RYPDX Rydex Consumer Products Fund Class A | $107.74 | -0.24% | $30.4M | — |
| EEA The European Equity Fund, Inc. | $11.15 | -0.59% | $74.7M | 67 |
| BCG Binah Capital Group, Inc. | $1.40 | +0.72% | $23.5M | 78 |
| HNNA Hennessy Advisors, Inc. | $9.89 | -1.30% | $78.2M | 81 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are SGPIX's Key Strengths?
Close tracking of the S&P SmallCap 600® Growth Index.
- Passively managed investment strategy.
- Exposure to a diversified portfolio of small-cap growth companies.
- Relatively low expense ratio.
What Are SGPIX's Weaknesses?
Potential for tracking errors.
- Dependence on the performance of the S&P SmallCap 600® Growth Index.
- Lack of active management to mitigate market downturns.
- Limited ability to outperform the index.
What Could Drive SGPIX Stock Higher?
Continued growth and innovation within the small-cap sector, driving increased valuations and index performance.
- Increasing adoption of passive investment strategies, leading to increased inflows into index-tracking funds like SGPIX.
- Potential for new product launches by ProFund Advisors, expanding its offerings in the growth-oriented investment space.
What Are the Key Risks for SGPIX?
Market volatility and economic downturns, which could negatively impact the performance of small-cap stocks.
- Tracking errors, which could cause the fund's performance to deviate from the S&P SmallCap 600® Growth Index.
- Increased competition from other index-tracking funds, potentially impacting market share and asset growth.
- Changes in the composition or methodology of the S&P SmallCap 600® Growth Index, which could affect the fund's investment strategy.
What Are the Growth Opportunities for SGPIX?
- Increased adoption of passive investment strategies: The growing trend towards passive investing, driven by lower fees and the potential for market-matching returns, presents a significant growth opportunity for SGPIX. As more investors allocate capital to index-tracking funds, SGPIX could see increased inflows and asset growth. The market for passive investments is projected to continue expanding, offering a favorable environment for funds like SGPIX. This trend is ongoing.
- Expansion of the small-cap growth segment: The small-cap growth segment of the U.S. equity market offers potential for high growth and innovation. As new companies emerge and existing small-cap firms expand, the S&P SmallCap 600® Growth Index could experience increased valuations, benefiting SGPIX. This growth opportunity is tied to the overall economic health and entrepreneurial activity within the U.S., with an ongoing timeline.
- Product innovation and diversification: ProFund Advisors could explore opportunities to expand its product offerings by launching new funds that track similar growth-oriented indices or target specific sub-sectors within the small-cap market. This could attract a broader range of investors and increase the firm's overall assets under management. The timeline for product innovation depends on market demand and regulatory approvals, with potential for new offerings within the next 1-3 years.
- Strategic partnerships and distribution agreements: ProFund Advisors could pursue strategic partnerships with brokerage firms, financial advisors, and other distribution channels to increase the visibility and accessibility of SGPIX. This could lead to increased inflows and market share. The timeline for establishing partnerships depends on negotiation and agreement processes, with potential for new agreements within the next 1-2 years.
- Enhanced marketing and investor education: ProFund Advisors could invest in enhanced marketing and investor education initiatives to raise awareness of SGPIX and its investment strategy. This could attract new investors and increase the fund's overall asset base. The timeline for implementing marketing and education programs is ongoing, with continuous efforts to reach a wider audience.
What Are SGPIX's Competitive Advantages?
- Established index-tracking methodology.
- Reputation of ProFund Advisors in managing investment funds.
- Low expense ratio compared to actively managed funds.
What Does SGPIX Do?
ProFunds Small Cap Growth Fund Investor Class (SGPIX) is designed to provide investment results that closely track the performance of the S&P SmallCap 600® Growth Index, before accounting for fees and expenses. The fund achieves this objective by investing in financial instruments that ProFund Advisors believes will collectively replicate the index's performance. The S&P SmallCap 600® Growth Index serves as a benchmark, offering a comprehensive measure of the growth-oriented segment within the U.S. small-cap equity market. This index is constructed as an unmanaged, float-adjusted, market capitalization-weighted index, comprising stocks from the S&P SmallCap 600 that exhibit growth characteristics. These growth stocks are identified by S&P Dow Jones Indices LLC based on their position on the growth-value spectrum. SGPIX offers investors a way to gain exposure to a diversified portfolio of small-cap growth companies without directly selecting individual stocks. The fund operates within the asset management industry, providing a passively managed investment vehicle focused on a specific market segment. As of 2026, the fund maintains a market capitalization of $42.4M.
What Products and Services Does SGPIX Offer?
- Track the performance of the S&P SmallCap 600® Growth Index.
- Invest in financial instruments that mirror the index's composition.
- Provide investors with exposure to U.S. small-cap equity growth.
- Offer a passively managed investment vehicle.
- Operate within the asset management industry.
- Seek to replicate index performance before fees and expenses.
How Does SGPIX Make Money?
- Generate revenue through management fees charged on assets under management (AUM).
- Aim to attract and retain investors by closely tracking the S&P SmallCap 600® Growth Index.
- Manage investment portfolios to replicate the index's performance.
What Industry Does SGPIX Operate In?
SGPIX operates within the asset management industry, specifically focusing on providing exposure to the small-cap growth segment. The asset management industry is characterized by a diverse range of investment vehicles, including mutual funds, ETFs, and hedge funds. The competitive landscape includes both large, established asset managers and smaller, specialized firms. Market trends include the increasing popularity of passive investment strategies, such as index tracking funds, and the growing demand for specialized investment products that target specific market segments or investment styles. SGPIX fits into this landscape as a passively managed fund focused on replicating the performance of the S&P SmallCap 600® Growth Index.
Who Are SGPIX's Key Customers?
- Individual investors seeking exposure to small-cap growth stocks.
- Financial advisors looking for passively managed investment options.
- Institutional investors seeking to diversify their portfolios.
SGPIX Valuation & Market Position
Relative to its peer group, SGPIX's quantitative score of 53/100 is roughly in line with the peer average of 47/100.
SGPIX Financials
Bull Case vs Bear Case
Bull Case
- Close tracking of the S&P SmallCap 600® Growth Index.
- Passively managed investment strategy.
- Exposure to a diversified portfolio of small-cap growth companies.
- Relatively low expense ratio.
Bear Case
- Potential for tracking errors.
- Dependence on the performance of the S&P SmallCap 600® Growth Index.
- Lack of active management to mitigate market downturns.
- Limited ability to outperform the index.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
SGPIX Latest News
No recent news available for SGPIX.
SGPIX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for SGPIX.
Price Targets
Wall Street price target analysis for SGPIX.
SGPIX MoonshotScore
What does this score mean?
The MoonshotScore rates SGPIX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
What Investors Ask About ProFunds Small Cap Growth Fund Investor Class (SGPIX) — Financial Services
What does the AI Score mean for SGPIX?
SGPIX holds an AI Score of 53/100 (Grade: B). This is an educational research signal, not a buy or sell recommendation. ProFunds Small Cap Growth Fund Investor Class (SGPIX) aims to replicate the performance of the S&P SmallCap 600® Growth Index. The fund invests in financial instruments believed to mirror …
What does ProFunds Small Cap Growth Fund Investor Class do?
ProFunds Small Cap Growth Fund Investor Class (SGPIX) is an investment fund designed to mirror the performance of the S&P SmallCap 600® Growth Index. It operates by investing in a portfolio of financial instruments that collectively replicate the index's composition, offering investors a passively managed way to access the U.S. small-cap growth equity market.
What are the main risks for SGPIX?
The primary risks for SGPIX include market volatility, particularly within the small-cap sector, which can lead to fluctuations in the fund's value. Additionally, there is a risk of tracking errors, where the fund's performance may deviate from the S&P SmallCap 600® Growth Index due to factors such as fund expenses or portfolio management decisions.
What are the key factors to evaluate for SGPIX?
ProFunds Small Cap Growth Fund Investor Class (SGPIX) holds an AI score of 53/100 (moderate). SGPIX offers a targeted investment vehicle for exposure to the small-cap growth segment of the U.S. Not financial advice.
How frequently does SGPIX data refresh on this page?
SGPIX's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven SGPIX's recent stock price performance?
ProFunds Small Cap Growth Fund Investor Class (SGPIX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Close tracking of the S&P SmallCap 600® Growth Index. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider SGPIX overvalued or undervalued right now?
ProFunds Small Cap Growth Fund Investor Class (SGPIX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research SGPIX before investing?
Before investing in ProFunds Small Cap Growth Fund Investor Class (SGPIX), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding SGPIX to a portfolio?
Key strength of ProFunds Small Cap Growth Fund Investor Class (SGPIX): Close tracking of the S&P SmallCap 600® Growth Index. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis is pending for SGPIX, limiting the availability of analyst consensus and valuation metrics.
- The information provided is based on available data and may be subject to change.