Steward Global Equity Income Fund - Class A (SGIDX)
Steward Global Equity Income Fund - Class A operates in the Asset Management - Income industry of the Financial Services sector, headquartered in Houston, TX, US. The stock last traded at $42.18, up 0.79% on the session, giving a market capitalisation of $445.2M. Its beta of 0.82 implies it has historically moved less than the broad market.
The Steward Global Equity Income Fund aims to generate income by investing in common stocks from both U.S. and international markets. It targets companies that not only offer a superior dividend yield (above the median) but also demonstrate a track record of consistently increasing their payouts, supported by favorable earnings growth. The portfolio seeks broad diversification across the global economy, spanning a wide array of industries and market capitalizations, including large, mid, and small-sized enterprises. Crucially, the fund maintains a significant international allocation, typically deploying between 30% and 50% of its net assets in non-U.S. issuers, and ensuring this figure remains no less than 30% under normal market circumstances.
Steward Global Equity Income Fund - Class A is most often compared with the following Financial Services names: