ProFunds Small Cap Growth Fund Investor Class (SGPIX) Fund Overview

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 $0.04B 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 $0.04 billion, 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.

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 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 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 $0.04 billion.

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 Financials

SGPIX Latest News

No recent news available for SGPIX.

SGPIX Analyst Consensus

SGPIX MoonshotScore

What Investors Ask About ProFunds Small Cap Growth Fund Investor Class (SGPIX) — Financials

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