SGISX Mutual Fund
NAV$41.61
AUM$414M
TER1.01%
Holdings64
SGISX Mutual Fund
NAV$41.61
Steward Global Equity Income Fund Institutional Class
AUM$414M
TER1.01%
Holdings64

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Showing 10 of 64 holdings(as of Jan 30, 2026)Top 10 Weight: 26.85%
SGISX Mutual Fund Top Holdings
SGISX holdings top 10 positions. The top 10 holdings account for 26.9% of the fund, led by Taiwan Semiconductor - Adr at 4.5%, Broadcom Inc at 3.1%, Lloyds Banking Group Plc Adr at 2.6%.
SGISX portfolio concentration is well-diversified, with the top 10 representing 26.9% of total assets. The largest sector exposure is Information Technology at 27.3%.
SGISX sector allocation provides a detailed breakdown. SGISX overlap tool shows how holdings compare to other funds in your portfolio.