SGIDX : Crossmark Steward Global Equity Income Fund Class A

SGIDX is a Allocation Market Total World with MODERATE fees.

SGIDX

Crossmark Steward Global Equity Income Fund Class A

FI Score

44 /100

Expense Ratio Rating

7 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

44% FI Score
  • sgidx
  • Mutual Fund
  • Allocation
  • Total World

Crossmark Steward Global Equity Income Fund Class A

Expenses: 0.97% (Better than 1% of similar funds)

This is a bad choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks current income along with growth of capital. The fund invests in U.S. and non-U.S. dividend-paying stocks that have demonstrated above-median yield, positive trend in dividend payouts and favorable earnings growth. It invests primarily in common stocks of companies that represent a broad spectrum of the global economy and a range of market capitalizations, including large-cap, mid-cap and small-cap. The fund will generally seek to have 30% to 50% of its net assets, and, under normal market conditions, no less than 30% of its net assets, invested in securities of non-U.S. issuers.

Largest Holdings

Amount Holding
3.03% Taiwan Semiconductor Manufacturing Co Ltd ADR
2.87% McDonald's Corp
2.77% Raytheon Technologies Corp
2.76% Intel Corp
2.52% Smith & Nephew PLC ADR
2.51% PepsiCo Inc
2.51% Accenture PLC Class A
2.49% Quest Diagnostics Inc
2.36% Texas Instruments Inc
2.26% Algonquin Power & Utilities Corp
2.21% Medtronic PLC
2.18% Logitech International SA
2.15% Unilever NV ADR
2.10% Comcast Corp Class A
2.03% Cisco Systems Inc
2.02% Analog Devices Inc
1.93% Cummins Inc
1.90% Honda Motor Co Ltd ADR
1.83% Abbott Laboratories
1.82% BCE Inc
1.80% Encompass Health Corp
1.79% Paychex Inc
1.76% Infosys Ltd ADR
1.67% ORIX Corp ADR
1.61% Royal Philips NV ADR

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