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 1.97%, holding 70 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2017-12-14.

SGIFX performance shows a YTD return of 12.03%. The 1-year return is 14.93% and the 5-year return is 8.97%. SGIFX dividend yield stands at 0.64%, paid quarterly.

SGIFX top holdings include Taiwan Semiconductor Manufacturing Co Ltd (4.4%), Dell Technologies Inc (3.6%), Hewlett Packard Enterprise Co (3.1%), Broadcom Inc (3.1%), Banco Bilbao Vizcaya Argentaria, S.a. Ads Each Repr 1 Ord Eur0.49 (2.6%). 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.