Stewart Global Equity Fund Quote
| SGISX Fund | USD 32.33 0.04 0.12% |
Performance5 of 100
| Odds Of DistressLess than 20
|
Stewart Global is trading at 32.33 as of the 25th of April 2024; that is 0.12 percent up since the beginning of the trading day. The fund's open price was 32.29. Stewart Global has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Stewart Global Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of March 2024 and ending today, the 25th of April 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 Stewart Global Equity
Moving together with Stewart Mutual Fund
| 0.93 | SSMOX | Steward Small Mid | PairCorr |
| 0.93 | SSMEX | Steward Small Mid | PairCorr |
| 0.97 | SCECX | Steward Small Mid | PairCorr |
| 0.94 | SCJAX | Steward Ered Call | PairCorr |
| 0.94 | SCJCX | Steward Ered Call | PairCorr |
| 0.94 | SCJIX | Steward Ered Call | PairCorr |
| 0.94 | SCJKX | Steward Ered Call | PairCorr |
Stewart 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. Stewart Global's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Stewart Global or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Crossmark Steward Funds, Large Value Funds, World Large-Stock Value Funds, World Large-Stock Value, Crossmark Steward Funds (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 28th of August 2022 |
| Fiscal Year End | April |
Stewart Global Equity [SGISX] is traded in USA and was established 25th of April 2024. Stewart 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 minimum initial investment of 100 K. Stewart Global Equity is currently producing year-to-date (YTD) return of 0.83% with the current yeild of 0.02%, while the total return for the last 3 years was 3.39%.
Check Stewart 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 Stewart 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 Stewart 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 Stewart Global Equity 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 Stewart Global Equity Mutual Fund Constituents
| ADI | Analog Devices | Stock | Information Technology |
| KBH | KB Home | Stock | Consumer Discretionary |
| NTAP | NetApp Inc | Stock | Information Technology |
| INTC | Intel | Stock | Information Technology |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care |
| UPS | United Parcel Service | Stock | Industrials |
| ACN | Accenture plc | Stock | Information Technology |
Stewart Global Target Price Odds Analysis
Based on a normal probability distribution, the odds of Stewart Global jumping above the current price in 90 days from now is about 50.48%. The Stewart Global Equity probability density function shows the probability of Stewart Global mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.0862. This usually implies Stewart Global Equity market returns are sensitive to returns on the market. As the market goes up or down, Stewart Global is expected to follow. Additionally, stewart Global Equity has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Stewart Global to move above the current price in 90 days from now is about 50.48 (This Stewart Global Equity probability density function shows the probability of Stewart Mutual Fund to fall within a particular range of prices over 90 days) .
Stewart Global Equity Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Stewart Global market risk premium is the additional return an investor will receive from holding Stewart 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 Stewart 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 Stewart Global's alpha and beta are two of the key measurements used to evaluate Stewart Global's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5587 | |||
| Semi Deviation | 0.7348 | |||
| Standard Deviation | 0.7321 | |||
| Variance | 0.536 |
Stewart Global Against Markets
Picking the right benchmark for Stewart 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 Stewart 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 Stewart Global is critical whether you are bullish or bearish towards Stewart Global Equity at a given time. Please also check how Stewart 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 Stewart 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?
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How to buy Stewart Mutual Fund?
Before investing in Stewart 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 Stewart Global. To buy Stewart Global fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Stewart 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 Stewart Global fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Stewart 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 Stewart 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 Stewart 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 Stewart Global Equity?
The danger of trading Stewart 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 Stewart 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 Stewart Global. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Stewart 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 Stewart 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 state. You can also try the Volatility Analysis module to get historical volatility and risk analysis based on latest market data.