Steward Global Equity Fund Quote
| SGIFX Fund | USD 37.01 0.22 0.59% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Steward Global is trading at 37.01 as of the 27th of November 2024; that is 0.59 percent decrease since the beginning of the trading day. The fund's open price was 37.23. Steward Global has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Steward Global Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of December 2022 and ending today, the 27th of November 2024. Click here to learn more.
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. More on Steward Global Equity
Moving together with Steward Mutual Fund
Steward Mutual Fund Highlights
| Fund Concentration | Crossmark Steward Funds, Large Value Funds, World Large-Stock Value Funds, World Large-Stock Value, Crossmark Steward Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of August 2022 |
| Fiscal Year End | April |
Steward Global Equity [SGIFX] is traded in USA and was established 27th of November 2024. Steward Global is listed under Crossmark Steward Funds category by Fama And French industry classification. The fund is listed under World Large-Stock Value category and is part of Crossmark Steward Funds family. This fund at this time has accumulated 365.34 M in assets with no minimum investment requirementsSteward Global Equity is currently producing year-to-date (YTD) return of 11.75% with the current yeild of 0.02%, while the total return for the last 3 years was 4.74%.
Check Steward Global Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Steward Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Steward Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Steward Global Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Steward Global Equity Mutual Fund Constituents
| MSFT | Microsoft | Stock | Information Technology | |
| MDT | Medtronic PLC | Stock | Health Care | |
| SMFG | Sumitomo Mitsui Financial | Stock | Financials | |
| RTX | Raytheon Technologies Corp | Stock | Industrials | |
| CSCO | Cisco Systems | Stock | Information Technology | |
| UPS | United Parcel Service | Stock | Industrials | |
| CMI | Cummins | Stock | Industrials | |
| PEP | PepsiCo | Stock | Consumer Staples |
Steward Global Equity Risk Profiles
| Mean Deviation | 0.568 | |||
| Semi Deviation | 0.6603 | |||
| Standard Deviation | 0.7437 | |||
| Variance | 0.553 |
Steward Global Against Markets
Other Information on Investing in Steward Mutual Fund
Steward Global financial ratios help investors to determine whether Steward Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Steward with respect to the benefits of owning Steward Global security.
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes |