Steward Global Equity Income FundSGIFX
Type
Mutual fund
Peer group
Global equity
Net assets
$475.9M
Expense ratio
2.02%
1-year return
+24.4%
3 years, a year
+15.3%
5 years, a year
+8.0%
Holdings
66
What it aims to do.
Investment Objective: Current income along with growth of capital.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| TSM Taiwan Semiconductor Manufacturing Company Ltd | 4.72% |
| AVGO Broadcom Inc | 3.76% |
| ADI Analog Devices Inc | 2.58% |
| SU Suncor Energy Inc | 2.22% |
| LYG Lloyds Banking Group Plc | 2.22% |
| HSBC Hsbc Holdings Plc | 2.15% |
| BBVA Banco Bilbao Vizcaya Argentaria Sa | 2.11% |
| GAP Gap Inc (The) | 2.08% |
| ZTO Zto Express (Cayman) Inc | 2.04% |
| MCD Mcdonald's Corp | 2.02% |
More on SGIFX.
- SGIFX overview
- SGIFX holdings
- SGIFX risk
- SGIFX costs
- SGIFX money in and out
- SGIFX share classes
- Compare SGIFX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.