Nasdaq - Delayed Quote USD
Steward Global Equity Income Fund R6 (SGIGX)
31.04
+0.03
+(0.10%)
At close: 8:02:12 PM EDT
Investment Information
- Min Initial Investment
- 1,000
- Min Initial Investment, IRA
- 10
- Min Initial Investment, AIP
- 0.5
- Min Subsequent Investment
- 50
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Mid Atlantic Capital Corp
- Pershing FundCenter
- Schwab Institutional
- Shareholders Services Group
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 10.24.2024
- Fidelity Retail FundsNetwork
- Fidelity Retail FundsNetwork-NTF
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- Ameriprise Brokerage
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- Nationwide Retirement Resource
- RBC Wealth Management-Advisory Eligible
- Ameriprise SPS Advantage
- CommonWealth NTF
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- RBC Wealth Management-Network Eligible
- DailyAccess Corporation FRIAG
- Sterne, Agee & Leach, Inc.,
- Ameritas NTFN
- Scottrade TF
- Scottrade NTF
- Ameriprise Financial
- Thrivent – Advisory Eligible
- Trade PMR Transaction Fee
- Trade PMR NTF
- TD Ameritrade Retail
- TD Ameritrade Institutional
- Mid Atlantic Capital Group
- HD Vest - Vest Advisor
- Securities America Advisors
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- Trust Company of America
- Investacorp NTF
- Securities America Inc.
- Nationwide Retirement Flexible Advantage
- DailyAccess Corporation Matrix
- DailyAccess Corporation MATC
- Cetera Financial Specialists LLC- Premier
- LPL SWM - 10.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab Retirement Only
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Lincoln Investment Planning
- Pershing Retirement Plan Network
- Ameriprise SPS Advisor
- HD Vest
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - November 2024
- Avantax
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
The fund invests in U.S. and non-U.S. dividend-paying stocks that have demonstrated above-median yield and a 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.
Fund Overview
| Category | World Large-Stock Value |
| Fund Family | Crossmark Steward Funds |
| Net Assets | 388.74M |
| YTD Return | 3.15% |
| Yield | 2.46% |
| Morningstar Rating | |
| Inception Date | Dec 14, 2017 |
Performance & Risk
| YTD Return | 2.45% |
| 5y Average Return | 11.74% |
| Rank in Category (ytd) | 71 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.94 |
| Morningstar Risk Rating |
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