SGISX Mutual Fund

SGISX Mutual Fund (Steward Global Equity Income Fund Institutional Class) is managed by Crossmark Steward Funds with $408.7M in net assets. SGISX expense ratio is 0.99%, holding 66 positions across sectors including Financials, Information Technology, Energy. Inception date: 2008-04-03.

SGISX performance shows a YTD return of 13.36%. The 1-year return is 19.53% and the 5-year return is 9.97%. SGISX dividend yield stands at 5.71%, paid quarterly.

SGISX top holdings include Taiwan Semiconductor - Adr (4.7%), Analog Devices, Inc. (2.6%), Lloyds Banking Group Plc Adr (2.2%), Suncor Energy Inc (2.2%), Hsbc Holdings Plc Adr (2.1%). Go to all SGISX holdings, SGISX sectors, or SGISX dividends.

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