SGISX Mutual Fund

SGISX Mutual Fund (Steward Global Equity Income Fund Institutional Class) is managed by Crossmark Steward Funds with $398.2M in net assets. SGISX expense ratio is 0.99%, holding 70 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2008-04-03.

SGISX performance shows a YTD return of 12.91%. The 1-year return is 16.04% and the 5-year return is 10.13%. SGISX dividend yield stands at 1.57%, paid quarterly.

SGISX 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 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.