Back to top
Steward Global Equity Income Fund - Class A: (MF: SGIDX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$33.89 USD
+0.58 (1.74%)
Zacks MF Rank
4-Sell of 5 4
Fund Description
The Steward Global Equity Income Fund seeks income and long-term capital appreciation by investing in (domestic and international) dividend paying stocks. The strategy utilizes a hybrid quantitative methodology combined with a relative risk-controlled portfolio. In addition, investments are screened in accordance with the Fund's cultural values policies, and those companies failing to meet the criteria are removed from investment consideration. This process creates a portfolio of dividend paying stocks with high and growing dividend income, while providing exposure to both U.S. and international markets.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Steward Global Equity Income A | SGIDX | 5.75 | NA | 0.00 | 0.25 | 0.63 | 1.26 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Steward Global Equity Income Indv | SGIDX | 33.31 | 4/2/2008 | 1.97 | 4.87 | 5.32 | 14.18 |
| Steward Global Equity Income Inst | SGISX | 32.34 | 4/2/2008 | 2.17 | 5.14 | 5.59 | 14.50 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Steward Global Equity Income A | SGIDX | 1000 | 0 | 1000 | Q |
Contact Information
| Family | Crossmark |
| Address | 15375 Memorial Drive, Suite 200 Houston, TX 77079 |
| Phone | 800 695-3208 |