The Steward Global Equity Income Fund seeks income and long-term capital appreciation by investing in domestic and international dividend paying stocks. The strategy utilizes a hybrid quantitative methodology combined with a relative risk-controlled portfolio. In addition, investments are screened in accordance with the Fund’s cultural values policies, and those companies failing to meet the criteria are removed from investment consideration. This process creates a portfolio of dividend paying stocks with high and growing dividend income, while providing exposure to both U.S. and international markets.
The Steward Funds are distributed by Crossmark Distributors, Inc., member FINRA. Crossmark Distributors is an affiliate of Crossmark Global Investments, the Steward Funds’ investment adviser. Before investing in a mutual fund, you should read the fund’s prospectus carefully and consider the fund’s investment objectives, risks, charges and expenses. The prospectus contains this and other information about the fund. A copy of the Steward Funds’ prospectus may be obtained free of charge by calling Crossmark Distributors at 800-262-6631.
The Lipper Fund Awards from Refinitiv recognized the Steward Global Equity Income Fund at the U.S. Lipper Fund Awards March 5, 2020, for delivering consistently strong risk-adjusted performance relative to its peers in the Global Equity Income Funds category for the 5-year and 10-year periods ending 11/30/2019. The number of peer funds included in the category was 29 for the 5-year period and 18 for the 10-year period. Each award was based on the Fund achieving the highest Lipper Leader for Consistent Return value (Effective Return Net of Expenses) over the stated time period.
From Lipper Fund Awards from Refinitiv, ©2020 Refinitiv. All rights reserved. Used under license.