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Morningstar

Steward Global Equity Income Fund A SGIDX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 29.75  /  0.71 %
  • Total Assets 344.9 Mil
  • Adj. Expense Ratio
    1.230%
  • 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%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 10:46 PM GMT+00:00

Morningstar’s Analysis SGIDX

Will SGIDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SGIDX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SGIDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of SGIDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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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.

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