SGISX Mutual Fund (Steward Global Equity Income Fund Institutional Class) is managed by Crossmark Steward Funds with $414.2M in net assets. SGISX expense ratio is 1.01%, holding 64 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2008-04-03.

SGISX performance shows a YTD return of 8.09%. The 1-year return is 18.61% and the 5-year return is 9.35%. SGISX dividend yield stands at 5.99%, paid quarterly.

SGISX top holdings include Taiwan Semiconductor - Adr (4.5%), Broadcom Inc (3.1%), Lloyds Banking Group Plc Adr (2.6%), Banco Bilbao Vizcaya Argentaria S.A. (2.6%), Gap Inc. (the) (2.5%). View all SGISX holdings, sector breakdown, or dividend history.

SGISX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SGISX alternatives are available via the screener, along with tax-loss harvesting opportunities.