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Steward Global Equity Income Fund A SGIDX

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%

Morningstar’s Analysis SGIDX

Will SGIDX outperform in future?

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

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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