SGISX Mutual Fund (Steward Global Equity Income Fund Institutional Class) is managed by Crossmark Steward Funds with $413.2M in net assets. SGISX expense ratio is 1.01%, holding 66 positions across sectors including Financials, Unknown, Information Technology. Inception date: 2008-04-03.

SGISX performance shows a YTD return of 8.09%. The 1-year return is 18.61% and the 5-year return is 9.35%. SGISX dividend yield stands at 5.99%, paid quarterly.

SGISX 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 SGISX holdings, sector breakdown, or dividend history.

SGISX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SGISX alternatives are available via the screener, along with tax-loss harvesting opportunities.