About SGIDX
The Crossmark Steward Global Equity Income Fund Class A is a mutual fund focused on generating current income and long-term capital growth through global equity investments. The fund primarily invests in a diversified portfolio of U.S. and international dividend-paying stocks, targeting companies with above-median yields, a positive trajectory of dividend growth, and favorable earnings trends. This approach is complemented by a values-based screening process, which aligns the portfolio with specific ethical and social considerations set by the fund’s policy guidelines.
Operating within the global large-stock value category, the fund spans multiple economic sectors, with significant allocations to technology, consumer cyclicals, healthcare, industrials, and financial services. The top holdings typically represent established, large-cap companies recognized for their dividend stability and potential for steady income. As of recent reporting, the fund manages hundreds of millions in assets and employs an active management strategy, overseen by experienced portfolio managers. Its role in the broader market is to provide investors with global equity exposure while prioritizing income generation and adherence to defined ethical mandates.
Fund Family Crossmark Steward Funds
Category World Large-Stock Value
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol SGIDX
Share Class Class A
Index S&P Global 1200 TR
SGIDX had a total return of 20.25% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.91%.
