Crossmark Steward Global Equity Income Fund
Shareclass
Steward Global Equity Income Fund C (SGIFX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Crossmark Steward Global Equity Income Fund
FUND COVERAGE
# of holdings56
% of assets84%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Canadian Imperial Bank of Commerce1.5%$6.75M
- 2. Lloyds Banking Group PLC ADR2%$9.03M
- 3. The Interpublic Group of Companies Inc0.97%$4.35M
- 4. HSBC Holdings PLC ADR1.8%$8.1M
- 5. General Mills Inc0.67%$3.03M
- 6. Shell PLC ADR (Representing - Ordinary Shares)1.15%$5.17M
- 7. Royal Bank of Canada1.42%$6.41M
- 8. Accenture PLC Class A1.19%$5.38M
- 9. The Toronto-Dominion Bank1.49%$6.72M
- 10. Sun Life Financial Inc1.27%$5.72M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Canadian Natural Resources Ltd1.43%$6.46M
- 2. Broadcom Inc3.22%$14.5M
- 3. Snap-on Inc1.42%$6.41M
- 4. Warner Music Group Corp Ordinary Shares - Class A1.26%$5.66M
- 5. Tanger Inc1.61%$7.25M
- 6. Cognizant Technology Solutions Corp Class A0.86%$3.86M
- 7. Qualcomm Inc1.58%$7.11M
- 8. Open Text Corp1.51%$6.82M
- 9. Avnet Inc1.2%$5.41M
- 10. CDW Corp1.54%$6.92M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Crossmark Steward Global Equity Income Fund
Totals
Holdings
Assets
Weight
Prisons
4
$29.97M
6.65%
Prisons high risk
1
$6.43M
1.43%
Private prisons
0
$0
0%
Borders
4
$24.86M
5.52%
Borders high risk
2
$11.39M
2.53%
Total
6
$40.31M
8.95%
Holdings — 6 flagged holdings
1.
McDonald's Corp
$10.18M
2.26%
2.
HSBC Holdings PLC ADR
:$8.1M
1.8%
3.
Regions Financial Corp
:$6.43M
1.43%
4.
Accenture PLC Class A
:$5.38M
1.19%
5.
Elevance Health Inc
$5.26M
1.17%
6.
General Dynamics Corp
:$4.96M
1.1%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Crossmark Steward Global Equity Income Fund SGIFX
Environment
Social
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