SGIFX

About SGIFX

The Steward Global Equity Income Fund Class C is a mutual fund designed to provide investors with exposure to a diversified portfolio of global large-cap value stocks. Its primary objective is to generate income through dividend-paying equities while seeking capital appreciation by investing in both U.S. and international markets. The fund typically allocates 30% to 50% of its net assets to non-U.S. issuers, giving it broad geographic diversification and the potential to capture growth and income opportunities worldwide. Notable features of this fund include an emphasis on established companies across key sectors such as technology, consumer cyclical, healthcare, and financial services. Major holdings often include industry leaders like Taiwan Semiconductor Manufacturing, Broadcom, and McDonald's, reflecting a focus on firms with strong fundamentals and consistent dividend histories. The Steward Global Equity Income Fund Class C is actively managed and classified in the global large-stock value category, catering to investors seeking regular income and global equity exposure. The fund carries a higher expense ratio relative to peers and pays dividends quarterly, making it suitable for investors who prioritize income along with global diversification.