Steward Global Equity Income Fund I (SGISX) Research
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.
Market snapshot
- Symbol
- SGISX
- Price
- $41.06
- Day change
- +0.20%
- Market cap
- $491.7M
- 52-week range
- 35.51-42.86
- Sector
- Financial Services
- Industry
- Asset Management - Income
Peer companies
- BlackRock 20/80 Target Allocation Inv A (BACPX)
- Flaherty & Crumrine Dynamic Preferred and Income Fund Inc. (DFP)
- First Trust Enhanced Equity Income Fund (FFA)
- Meeder Balanced Retail (FLDFX)
- Meeder Dynamic Allocation Fund - Retail Class (FLDGX)
- Harding Loevner Emerging Markets Portfolio Advisor Class (HLEMX)
- Huber Select Large Cap Value Fund Institutional Class (HULEX)
- Neuberger Energy Infrastructure and Income Fund Inc. (NML)
Open Steward Global Equity Income Fund I (SGISX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.