SGIFX Mutual Fund (Steward Global Equity Income Fund Class C) is managed by Crossmark Steward Funds with $1.2M in net assets. SGIFX expense ratio is 2.02%, holding 66 positions across sectors including Financials, Information Technology, Energy. Inception date: 2017-12-14.

SGIFX performance shows a YTD return of 7.61%. The 1-year return is 17.46% and the 5-year return is 8.19%. SGIFX dividend yield stands at 4.88%, paid quarterly.

SGIFX 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 SGIFX holdings, sector breakdown, or dividend history.

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