- What are the top holdings of SGISX?
- A machine-readable holdings disclosure for Steward Global Equity Income Fund I (SGISX) 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 SGISX invest in?
- Steward Global Equity Income Fund I (SGISX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is SGISX most exposed to?
- SGISX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is SGISX a US-only fund?
- The country allocation card on this page shows SGISX'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 SGISX invest in?
- The fund's objective is to generate income by investing in dividend-paying companies, encompassing both U.S. and international equities. It prioritizes selections with a track record of superior dividend yield, a consistent upward trend in their payouts, and robust earnings expansion. The portfolio is primarily composed of common shares from businesses representing a broad cross-section of the global economy and spanning a diverse range of market capitalizations, including large, mid, and small-cap firms. Generally, 30% to 50% of the fund's net assets will be allocated to non-U.S. issuers, with a commitment to maintaining no less than 30% in international securities under normal market conditions.
