Morningstar

Crossmark Steward Global Equity Income Fund Class R6 SGIGX

Morningstar Medalist Rating
Medalist Rating as of | See Crossmark Investment Hub
  • NAV / 1-Day Return 37.78  /  −0.37 %
  • Total Assets 452.6M
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.870%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Global Large-Stock Value
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.93%
  • Turnover 30%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:12 AM GMT+0

Morningstar’s Analysis SGIGX

Will SGIGX outperform in the 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 SGIGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SGIGX 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 SGIGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Steward Global Equity Income Fund R6 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings SGIGX

More SGIGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
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