SGIFX Mutual Fund

SGIFX Mutual Fund (Steward Global Equity Income Fund Class C) is managed by Crossmark Steward Funds with $1.1M 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 10.89%. The 1-year return is 22.76% and the 5-year return is 8.44%. SGIFX dividend yield stands at 4.66%, paid quarterly.

SGIFX top holdings include Taiwan Semiconductor Manufacturing Co Ltd (4.7%), Analog Devices, Inc. (2.6%), Lloyds Banking Group Plc Adr (2.2%), Suncor Energy Inc (2.2%), HSBC USA Inc (2.1%). Go to all SGIFX holdings, SGIFX sectors, or SGIFX dividends.

SGIFX can be compared against other funds. Use SGIFX overlap to find shared positions, or SGIFX vs another fund for a side-by-side view. SGIFX alternatives are available via the screener, along with tax-loss harvesting opportunities.