A lowering of its Process Pillar rating is the primary driver of Crossmark Steward Global Eq Inc A's downgrade to a Morningstar Quantitative Rating of Negative from Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.
- NAV / 1-Day Return 29.75 / 0.71 %
- Total Assets 344.9 Mil
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Adj. Expense Ratio
- Expense Ratio 1.230%
- Distribution Fee Level Above Average
- Share Class Type Front Load
- Category Global Large-Stock Value
- Investment Style Large Value
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 2.38%
- Turnover 73%
Morningstar’s Analysis SGIDX
Will SGIDX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.