Steward Global Equity Fund Quote
| SGIGX Fund | USD 31.54 0.18 0.57% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Steward Global is trading at 31.54 as of the 1st of February 2025; that is 0.57 percent decrease since the beginning of the trading day. The fund's open price was 31.72. Steward Global has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 2nd of January 2025 and ending today, the 1st of February 2025. 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 | 31st of December 2024 |
Steward Global Equity [SGIGX] is traded in USA and was established 1st of February 2025. 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 326.77 M in assets with no minimum investment requirementsSteward Global Equity is currently producing year-to-date (YTD) return of 3.89% with the current yeild of 0.02%, while the total return for the last 3 years was 5.68%.
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
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| CMI | Cummins | Stock | Industrials | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| MSFT | Microsoft | Stock | Information Technology | |
| BSAC | Banco Santander Chile | Stock | Financials | |
| PAYX | Paychex | Stock | Industrials | |
| AAPL | Apple Inc | Stock | Information Technology | |
| VLO | Valero Energy | Stock | Energy |
Steward Global Equity Risk Profiles
| Mean Deviation | 0.637 | |||
| Standard Deviation | 0.8555 | |||
| Variance | 0.7318 | |||
| Risk Adjusted Performance | (0.03) |
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.
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes | |
| Stocks Directory Find actively traded stocks across global markets | |
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account |