SGIDX Mutual Fund
SGIDX Mutual Fund
Steward Global Equity Income Fund Class A
SGIDX Mutual Fund Overview
SGIDX Mutual Fund (Steward Global Equity Income Fund Class A) is managed by Crossmark Steward Funds with $25.2M in net assets. SGIDX expense ratio is 1.26%, holding 66 positions across sectors including Financials, Unknown, Information Technology. Inception date: 2008-04-03.
SGIDX performance shows a YTD return of 7.96%. The 1-year return is 18.28% and the 5-year return is 9.07%. SGIDX dividend yield stands at 5.81%, paid quarterly.
SGIDX top holdings include Taiwan Semi. Mfg. Co., Adr (4.7%), Analog Devices, Inc. (2.6%), Lloyds Banking Group Plc Adr Rep 4 Ord Gbp0.10(bny) (2.2%), Brea Olinda Uni Sch Dist Cop 02a (2.2%), HSBC Holdings Plc (ADR) (2.1%). View all SGIDX holdings, sector breakdown, or dividend history.
SGIDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SGIDX alternatives are available via the screener, along with tax-loss harvesting opportunities.