Steward Global Equity Fund Quote

SGIGX Fund  USD 30.82  0.05  0.16%   

Performance

10 of 100

 
Low
 
High
OK

Odds Of Distress

Less than 38

 
100  
 
Zero
Below Average
Steward Global is trading at 30.82 as of the 28th of March 2024; that is -0.16 percent decrease since the beginning of the trading day. The fund's open price was 30.87. Steward Global has about a 38 percent probability of financial distress in the next few years of operation but had a somewhat ok performance during the last 90 days. Equity ratings for Steward Global Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. 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. Steward Global is traded on NASDAQ Exchange in the United States. More on Steward Global Equity

Moving together with Steward Mutual Fund

  0.77TEDRX Franklin Mutual GlobalPairCorr
  0.76FMDRX Franklin Mutual GlobalPairCorr
  0.86DOXWX Dodge Cox GlobalPairCorr
  0.8DODWX Dodge Global StockPairCorr
  0.8TRZRX T Rowe PricePairCorr
  0.77TEDIX Franklin Mutual GlobalPairCorr
  0.76MDISX Franklin Mutual GlobalPairCorr

Moving against Steward Mutual Fund

  0.83UIPIX Ultrashort Mid-capPairCorr
  0.5USPSX Profunds UltrashortPairCorr
  0.5USPIX Profunds UltrashortPairCorr

Steward Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Steward Global's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Steward Global or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationWorld Large-Stock Value, Crossmark Steward Funds (View all Sectors)
Update Date31st of March 2024
Steward Global Equity [SGIGX] is traded in USA and was established 28th of March 2024. 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 5.84% with the current yeild of 0.03%, while the total return for the last 3 years was 4.79%.
Check Steward Global Probability Of Bankruptcy

Instrument Allocation

Top Steward Global Equity Mutual Fund Constituents

HPQHP IncStockInformation Technology
TXNTexas Instruments IncorporatedStockInformation Technology
EHCEncompass Health CorpStockHealth Care
ADPAutomatic Data ProcessingStockIndustrials
HDHome DepotStockConsumer Discretionary
SMFGSumitomo Mitsui FinancialStockFinancials
MDTMedtronic PLCStockHealth Care
More Details

Steward Global Equity Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Steward Global market risk premium is the additional return an investor will receive from holding Steward Global long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Steward Global. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Steward Global's alpha and beta are two of the key measurements used to evaluate Steward Global's performance over the market, the standard measures of volatility play an important role as well.

Steward Global Against Markets

Picking the right benchmark for Steward Global mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Steward Global mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Steward Global is critical whether you are bullish or bearish towards Steward Global Equity at a given time. Please also check how Steward Global's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Steward Global without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run USA ETFs Now

   

USA ETFs

Find actively traded Exchange Traded Funds (ETF) in USA
All  Next Launch Module

How to buy Steward Mutual Fund?

Before investing in Steward Global, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Steward Global. To buy Steward Global fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Steward Global. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Steward Global fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Steward Global Equity fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Steward Global Equity fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Steward Global Equity, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Steward Global Equity?

The danger of trading Steward Global Equity is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Steward Global is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Steward Global. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Steward Global Equity is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Steward Global Equity. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in price.
Note that the Steward Global Equity information on this page should be used as a complementary analysis to other Steward Global's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.

Complementary Tools for Steward Mutual Fund analysis

When running Steward Global's price analysis, check to measure Steward Global's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Steward Global is operating at the current time. Most of Steward Global's value examination focuses on studying past and present price action to predict the probability of Steward Global's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Steward Global's price. Additionally, you may evaluate how the addition of Steward Global to your portfolios can decrease your overall portfolio volatility.
Idea Analyzer
Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas
Equity Valuation
Check real value of public entities based on technical and fundamental data
Bond Analysis
Evaluate and analyze corporate bonds as a potential investment for your portfolios.
Stock Tickers
Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital
Companies Directory
Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals
Money Flow Index
Determine momentum by analyzing Money Flow Index and other technical indicators
Latest Portfolios
Quick portfolio dashboard that showcases your latest portfolios
Please note, there is a significant difference between Steward Global's value and its price as these two are different measures arrived at by different means. Investors typically determine if Steward Global is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Steward Global's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.