Crossmark Steward Global Equity Income Fund (SGISX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SGISX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SGISX
SGISX charges 0.99% annually. There are 130 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | SGISX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | SGISX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | SGISX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | SGISX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | SGISX vs VTWAX |
Best Risk-Adjusted Alternatives to SGISX
SGISX has a PortfoliosLab risk / return rank of 44. There are 101 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | SGISX vs LVAGX | |
| Polaris Global Value Fund | 92 | — | May 1998 | SGISX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 91 | — | Dec 2005 | SGISX vs EPSYX | |
| PGIM Jennison Global Equity Income Fund | 89 | — | Dec 1997 | SGISX vs AGOCX | |
| John Hancock Global Shareholder Yield Fund | 89 | — | Feb 2007 | SGISX vs JGYIX |
Top Performing SGISX Alternatives (YTD)
SGISX is at 8.77% YTD. There are 117 mutual funds in the Global Equities category with higher YTD returns, going as high as 35.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 35.04% | — | Nov 2016 | SGISX vs PGTIX | |
| Oberweis Global Opportunities Fund | 27.07% | — | Jan 1987 | SGISX vs OBEGX | |
| Ariel Global Fund | 23.87% | — | Dec 2011 | SGISX vs AGLOX | |
| LSV Global Value Fund | 22.05% | — | Jun 2014 | SGISX vs LVAGX | |
| Fidelity Advisor Worldwide Fund Class Z | 20.15% | — | Oct 2018 | SGISX vs FIQOX |
Lowest Volatility Alternatives to SGISX
SGISX has 13.29% 1-year volatility. There are 94 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.01%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.01% | 2.00B | Dec 2013 | SGISX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.03% | 2.00B | Dec 2013 | SGISX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.14% | — | Jul 2006 | SGISX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.55% | — | Sep 1990 | SGISX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.66% | — | Jan 2016 | SGISX vs SGMAX |
Lowest Drawdown Alternatives to SGISX
SGISX has a 1-year max drawdown of -8.16%. There are 25 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | SGISX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | SGISX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | SGISX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | SGISX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | SGISX vs CSUAX |
Other Mutual Funds from Crossmark Steward Funds
The 5 most viewed Crossmark Steward Funds mutual funds shown here include SCJIX, SEECX, SEACX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Crossmark Steward Covered Call Income Fund | Derivative Income | 33 | 1.83% | — | Dec 2017 | SGISX vs SCJIX | |
| Crossmark Steward Values-Focused Large Cap Enhance... | Large Cap Blend Equities | 47 | 7.85% | — | Oct 2004 | SGISX vs SEECX | |
| Crossmark Steward Select Bond Fund | Short-Term Bond | 19 | 0.33% | — | Oct 2004 | SGISX vs SEACX | |
| Crossmark Steward International Enhanced Index Fun... | Foreign Large Cap Equities | 45 | 9.02% | — | Feb 2006 | SGISX vs SNTCX | |
| Crossmark Steward Values-FocusedSmall-Mid Cap Enha... | Small Cap Blend Equities | 58 | 16.36% | — | Jan 1952 | SGISX vs TRDFX |
Often Compared With SGISX
Investors most often compare SGISX with SPY, ARTHX, SJCIX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare SGISX with Any Fund or Stock
Compare SGISX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SGISX with funds that move differently
Crossmark Steward Global Equity Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SGISX.
Explore SGISX Diversifiers