SGIGX Mutual Fund

SGIGX Mutual Fund (Steward Global Equity Income Fund Class R6) is managed by Crossmark Steward Funds with $20.6M in net assets. SGIGX expense ratio is 0.87%, holding 66 positions across sectors including Financials, Information Technology, Energy. Inception date: 2017-12-14.

SGIGX performance shows a YTD return of 13.47%. The 1-year return is 19.68% and the 5-year return is 10.13%. SGIGX dividend yield stands at 6.30%, paid quarterly.

SGIGX top holdings include Taiwan Semiconductor - Adr (4.7%), Analog Devices, Inc. (2.6%), Lloyds Banking Group Plc Adr (2.2%), Suncor Energy Inc (2.2%), Hsbc Holdings Plc Adr (2.1%). Go to all SGIGX holdings, SGIGX sectors, or SGIGX dividends.

SGIGX can be compared against other funds. Use SGIGX overlap to find shared positions, or SGIGX vs another fund for a side-by-side view. SGIGX alternatives are available via the screener, along with tax-loss harvesting opportunities.