Steward Global Equity Income Ind Fund (SGIDX - Free Report) seeks capital and current income growth. SGIDX invests the lion’s share of its assets in dividend pay stocks of domestic and foreign companies. Such companies normally have above-median yield, positive dividend payout and stupendous earnings. SGIDX invests a minimum of 30% of its assets in securities of foreign companies.
This All Cap Value product has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 10.1% and 5 year almost 12.2%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here.
SGIDX’s performance, as of the last filing, when compared to funds in its category was in the top 28% over the past 1 year, and in the top 16% over the past 3 years and in the top 62% over the past 5 years.
The Steward Global Equity Income Ind Fund, as of the last filing, allocates their fund in top two major groups; Foreign Stock and Large Growth. Further, as of the last filing, Taiwan Semiconductor Manufacturing Co Ltd ADR, Apple Inc and Microsoft Corp were the top holdings for SGIDX.
This Zacks Rank #1 (Strong Buy) was incepted in March 1987 and is managed by Capstone Group. SGIDX carries an expense ratio of 0.99% and requires a minimal initial investment of $200.
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