SGIGX Mutual Fund

SGIGX Mutual Fund (Steward Global Equity Income Fund Class R6) is managed by Crossmark Steward Funds with $19.5M in net assets. SGIGX expense ratio is 0.87%, holding 70 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2017-12-14.

SGIGX performance shows a YTD return of 13.04%. The 1-year return is 16.19% and the 5-year return is 10.29%. SGIGX dividend yield stands at 1.80%, paid quarterly.

SGIGX 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 SGIGX holdings, SGIGX sectors, or SGIGX dividends.

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