Crossmark’s Steward Global Equity Income Fund Awarded Lipper Award by Refinitiv
Houston, Texas – April 11, 2022 – Crossmark Global Investments, a faith-based investment management firm, is delighted to announce that Refinitiv has awarded the Steward Global Equity Income Fund (ticker: SGISX) (the “Fund”) a Lipper Fund Award for Best Global Equity Income Fund in the ten-year performance category for the period ending November 30, 2021. This is the eighth consecutive year that the Fund has received an award.
“We are pleased to accept this award for our Steward Global Equity Income Fund,” says Crossmark Global Investments’ Chief Investment Officer, Bob Doll. “This award further enhances our investment thesis and underscores our commitment to providing clients with both values-based products and strong returns.”
“The 2022 Refinitiv Lipper Fund Awards recognize award-winning managers who are successfully facing down market factors not seen in decades including rising inflation, a thinning labor pool, and continuing constraints on the global supply chain. Markets are ebbing and flowing along with the sentiments and emotions of investors as the pandemic continues to cloud outlooks and change perspectives. Fund managers find themselves looking beyond earnings statements and factoring in impacts of viral waves – making active management more challenging than ever,” said Robert Jenkins, Head of Research at Lipper and Refinitiv. “We applaud the 2022 Refinitiv Lipper Fund Award winners such as Crossmark Global Investments for delivering outperformance and the accompanying comfort of consistency to investors’ portfolios in a time of unprecedented change.”
The Lipper Fund Awards from Refinitiv recognized the Steward Global Equity Income Fund at the U.S. Lipper Fund Awards on March 10, 2022, for delivering consistently strong risk-adjusted performance relative to its peers in the Global Equity Income Fund category for the 10-year period ending November 30, 2021. The number of peer funds included in the category was 14 for the 10-year period. The 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. Based on Lipper’s quantitative, proprietary methodology, the awards reflect a truly independent and uncompromised assessment of fund performance. More information on the methodology can be found at this link.
To learn more about Crossmark, visit the firm’s website, crossmarkglobal.com, or LinkedIn page.
About Crossmark Global Investments
Crossmark Global Investments is a faith-based firm that creates, manages, and distributes values-based investment strategies that equip financial intermediaries and their clients to align their wealth with their passions and convictions. For over 30 years, the firm has delivered uniquely constructed products based on its proprietary, disciplined, and repeatable process. Founded in 1987, the firm is headquartered in Houston, Texas.
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. To obtain Fund performance as of the most recent month-end or to obtain a copy of the Steward Funds’ prospectus free of charge, call Crossmark Distributors at 888.845.6910.
The Steward Funds are distributed by Crossmark Distributors, Inc., member FINRA. Crossmark Distributors is an affiliate of Crossmark Global Investments, Inc., the Steward Funds’ investment adviser. Crossmark Global Investments is an investment adviser registered with the Securities and Exchange Commission that provides discretionary investment management services to mutual funds, institutions, and individual clients.
The Fund may not achieve its objective if the managers’ expectations regarding particular securities or markets are not met. Equity investments generally involve two principal risks—market risk and selection risk. The value of equity securities will rise and fall in response to general market and/or economic conditions (equity market risk). The value of any individual equity security will rise and fall in response to the market’s perception of the issuer’s revenues, earnings, balance sheet, creditworthiness, business plan, and overall perception of the viability of the issuer’s business (selection risk). Investments in securities of issuers in foreign countries involve additional risks not associated with domestic investments. These risks include but are not limited to: (1) political and financial instability; (2) currency exchange rate fluctuations; (3) greater price volatility and less liquidity in particular securities and in certain foreign markets; (4) lack of uniform accounting, auditing, and financial reporting standards; (5) less government regulation and supervision of some foreign stock exchanges, brokers and listed companies; (6) delays in transaction settlement in certain foreign markets; (7) less availability of information; and (8) imposition of foreign withholding or other taxes.
The Fund’s values-based screening policies exclude certain securities from the universe of otherwise available investments. As a result, the Fund may not achieve the same performance it otherwise may have in the absence of the screening process. If the Fund has invested in a company that is later discovered to be in violation of one or more screening criteria and liquidation of an investment in that company is required, selling the securities at issue could result in a loss for the Fund.
Refinitiv Lipper recognized the Steward Global Equity Income Fund at the U.S. Lipper Fund Awards on March 10, 2022, for delivering consistently strong risk-adjusted performance relative to its peers in the Global Equity Income Funds category for the ten-year period ending 11/30/2021. The number of peer funds included in the category was 14 for the ten-year category.
The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60, and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.
NOT FDIC INSURED – MAY LOSE VALUE – NO BANK GUARANTEE
