- What are the top holdings of SGIDX?
- A machine-readable holdings disclosure for Steward Global Equity Income Fund - Class A (SGIDX) is not available from our data sources — fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
- What sectors does SGIDX invest in?
- Steward Global Equity Income Fund - Class A (SGIDX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is SGIDX most exposed to?
- SGIDX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is SGIDX a US-only fund?
- The country allocation card on this page shows SGIDX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does SGIDX invest in?
- 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.
