Crossmark’s Steward Global Equity Income Fund Receives Three Lipper Awards
Values-based equity fund receives three Lipper Awards for fifth consecutive year.
Houston, Texas – March 8, 2019 – Crossmark Global Investments, Inc. (Crossmark), is pleased to announce that Refinitiv has awarded the Crossmark Steward Global Equity Income Fund (ticker: SGISX) (the “Fund”) with Lipper Fund Awards for Best Global Equity Income Fund in the three-year, five-year, and ten-year performance categories for the period ending 11/30/2018. This marks the fifth consecutive year in which the Fund has received a Lipper Award, and the first time the Fund has been recognized with the 10-year performance award.
The Fund seeks income and long-term capital appreciation by investing in domestic and international dividend paying stocks. It applies a proprietary set of values screens that allow investors to avoid owning securities in companies that choose to profit from businesses that are at odds with values-based investing. The Steward Screens exclude companies materially involved with alcohol, tobacco, gambling, life ethics, and mature content. The same screening process is applied to the five other values-based equity and fixed income funds that together constitute Crossmark’s Steward Fund suite.
The Fund was selected for the three-year, five-year and ten-year awards from over 34, 30 and 18 other equity funds, respectively. Of the other funds in the category, the Crossmark Steward Global Equity Income Fund is the only one to screen for socially responsible issues (SRI), highlighting that investors do not need to sacrifice investment returns to align with their values.
“We are pleased to be recognized for our investment strategy with such a prestigious award for the fifth year in a row, validating our investment process and commitment to our clients’ socially responsible investment values,” said John Wolf, Managing Director of Equity Investments. “It is an honor to also receive the 10-year performance award as the Fund enters its 10-year track record this year.”
The U.S. Lipper Fund Award recognized the Crossmark Steward Global Equity Income Fund (the fund) on March 7th, 2019, for delivering consistently strong risk-adjusted performance relative to its peers for the 3-year, 5-year and 10-year period. The Fund achieved the highest Lipper Leader for Consistent Return (Effective Return Net of Expenses) over an individual time period in its classification. In making their evaluations, Lipper reviews funds based on at least 36 months of performance history at of the end of the calendar year of the respective evaluation year. More information about the methodology can be viewed here.
To learn more about Crossmark, visit the firm’s website, crossmarkglobal.com, or LinkedIn page.
About Crossmark Global Investments
Crossmark Global Investments is an innovative investment management firm. The firm provides a full suite of investment management solutions to institutional investors, financial advisors and the clients they serve. Crossmark has a multi-decade legacy of specializing in values-based investing strategies for clients. Founded in 1987, the firm is headquartered in Houston, Texas. Additionally, Crossmark is the exclusive manager of the Crossmark Steward Funds, a fund family that applies an overarching values-based screening methodology to its suite of equity and fixed income funds.
The Crossmark Steward Funds are offered by Crossmark Distributors, Inc., member FINRA/SIPC. Crossmark Distributors is an affiliate of Crossmark Global Investments, 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.
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.
Past performance does not guarantee future results.
From Lipper Fund Awards from Refinitiv, ©2019 Refinitiv. All rights reserved. Used under license.
Media Contact:
Sara Guenoun/Stephanie Dressler
(646) 808-3514
https://www.crossmarkglobal.com
