Crossmark Steward Global Equity Income Fund (SGISX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SGISX
SGISX charges 0.99% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among SGISX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | SGISX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | SGISX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | SGISX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | SGISX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | SGISX vs VMNVX |
Best Risk-Adjusted Alternatives to SGISX
Among mutual funds in the Global Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard Global Capital Cycles Fund | 98 | May 23, 1984 | SGISX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 95 | May 30, 2007 | SGISX vs CAEIX | |
| GMO Climate Change Fund | 95 | Apr 4, 2017 | SGISX vs GCCHX | |
| Artisan Global Equity Fund | 94 | Mar 28, 2010 | SGISX vs ARTHX | |
| Wasatch Global Value Fund Investor Class Shares | 93 | Sep 25, 1996 | SGISX vs FMIEX |
Top Performing SGISX Alternatives (YTD)
SGISX alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 13.06% | Jun 9, 2019 | SGISX vs RTXAX | |
| GMO Climate Change Fund | 10.71% | Apr 4, 2017 | SGISX vs GCCHX | |
| Nuveen Global Infrastructure Fund Class A | 10.36% | Dec 17, 2007 | SGISX vs FGIAX | |
| GQG Partners Global Quality Dividend Income Fund | 10.08% | Jun 29, 2021 | SGISX vs GQFPX | |
| Cohen & Steers Global Infrastructure Fund Class A | 9.35% | Aug 28, 2017 | SGISX vs CSUAX |
Lowest Volatility Alternatives to SGISX
SGISX alternatives from the Global Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | 8.94% | Sep 4, 1990 | SGISX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.06% | Dec 12, 2013 | SGISX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.09% | Dec 12, 2013 | SGISX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.60% | Dec 4, 2013 | SGISX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.73% | — | SGISX vs GLIFX |
Lowest Drawdown Alternatives to SGISX
SGISX alternatives from the Global Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | -6.85% | Sep 4, 1990 | SGISX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | SGISX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | SGISX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | SGISX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | SGISX vs FGIAX |
Other Mutual Funds from Crossmark Steward Funds
Most popular Crossmark Steward Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Crossmark Steward Covered Call Income Fund | Derivative Income | 38 | -5.05% | Dec 13, 2017 | SGISX vs SCJIX | |
| Crossmark Steward Values-Focused Large Cap Enhance... | Large Cap Blend Equities | 50 | -4.72% | Oct 1, 2004 | SGISX vs SEECX | |
| Crossmark Steward Select Bond Fund | Short-Term Bond | 46 | -0.45% | Oct 1, 2004 | SGISX vs SEACX | |
| Crossmark Steward Values-FocusedSmall-Mid Cap Enha... | Small Cap Blend Equities | 38 | 2.64% | Jan 31, 1952 | SGISX vs TRDFX | |
| Crossmark Steward International Enhanced Index Fun... | Foreign Large Cap Equities | 70 | 1.98% | Feb 28, 2006 | SGISX vs SNTCX |
Often Compared With SGISX
What investors most often compare with SGISX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 59 | -3.65% | Jan 22, 1993 | SGISX vs SPY | |
| JPMorgan Global Allocation Fund A | Global Equities | 36 | -3.89% | May 31, 2011 | SGISX vs GAOAX |
Compare SGISX with Any Fund or Stock
Compare SGISX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.