Steward Global E Fund Quote

SGIDX Fund  USD 34.15  0.49  1.41%   

Performance

10 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 20

 
High
 
Low
Low
Steward Global is trading at 34.15 as of the 2nd of November 2024; that is 1.41 percent down since the beginning of the trading day. The fund's open price was 34.64. Steward Global has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and had a somewhat ok performance during the last 90 days. Equity ratings for Steward Global E are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of May 2024 and ending today, the 2nd of November 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. It invests primarily in common stocks of companies that represent a broad spectrum of the global economy and a range of market capitalizations, including large-cap, mid-cap and small-cap. More on Steward Global E

Moving together with Steward Mutual Fund

  0.95SJCIX Steward FundsPairCorr
  0.95SJCAX Steward Large CapPairCorr
  0.97SJCRX Steward Large CapPairCorr
  0.96SJGIX Steward Large CapPairCorr
  0.92SJGAX Steward Large CapPairCorr
  0.91SSMOX Steward Small MidPairCorr

Moving against Steward Mutual Fund

  0.41SMNAX Steward Equity MarketPairCorr
  0.39SMNIX Crossmark Steward EquityPairCorr

Steward Mutual Fund Highlights

Fund ConcentrationCrossmark Steward Funds, Large Value Funds, World Large-Stock Value Funds, World Large-Stock Value, Crossmark Steward Funds (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date28th of August 2022
Fiscal Year EndApril
Steward Global E [SGIDX] is traded in USA and was established 2nd of November 2024. Steward Global is listed under Crossmark Steward Funds category by Fama And French industry classification. 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 365.34 M in assets with no minimum investment requirementsSteward Global E is currently producing year-to-date (YTD) return of 12.3% with the current yeild of 0.02%, while the total return for the last 3 years was 5.87%.
Check Steward Global Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Steward Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Steward Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Steward Global E Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Steward Global E Mutual Fund Constituents

HDHome DepotStockConsumer Discretionary
PAYXPaychexStockIndustrials
AMGNAmgen IncStockHealth Care
AAPLApple IncStockInformation Technology
MSFTMicrosoftStockInformation Technology
CMICumminsStockIndustrials
ACNAccenture plcStockInformation Technology
VLOValero EnergyStockEnergy
More Details

Steward Global E Risk Profiles

Steward Global Against Markets

Other Information on Investing in Steward Mutual Fund

Steward Global financial ratios help investors to determine whether Steward Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Steward with respect to the benefits of owning Steward Global security.
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