SGIGX Mutual Fund
SGIGX Mutual Fund
Steward Global Equity Income Fund Class R6
SGIGX Mutual Fund Overview
SGIGX Mutual Fund (Steward Global Equity Income Fund Class R6) is managed by Crossmark Steward Funds with $20.2M in net assets. SGIGX expense ratio is 0.91%, holding 66 positions across sectors including Financials, Unknown, Information Technology. Inception date: 2017-12-14.
SGIGX performance shows a YTD return of 8.18%. The 1-year return is 18.73% and the 5-year return is 9.50%. SGIGX dividend yield stands at 6.61%, paid quarterly.
SGIGX 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 SGIGX holdings, sector breakdown, or dividend history.
SGIGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SGIGX alternatives are available via the screener, along with tax-loss harvesting opportunities.