
Steward Global Equity Income Fund
A Smarter Way to Invest
The Steward Global Equity Income Fund seeks to provide income and long term capital appreciation by investing in global dividend paying stocks are combined with quantitative analysis to create a portfolio with country, sector, industry and market cap diversification.
The Fund indentifies securities having dividend yields above their sector medians. Invesments are screened in accordance with the Fund's cultural values policies and those companies failing to meet the criteria are removed from investment consideration.
A relative risk controlled portfolio is constructed that attempts to match the characteristics of a targeted benchmark and to provide current dividend income. The Fund’s assets are allocated in both domestic and international companies.
Country Diversification - As of 6/30/2010
Sector Diversification - As of 6/30/2010
RISK FACTORS:The Fund may not achieve its stated investment objective. Please be aware that the Fund may be subject to certain additional risks such as Cultural Values, Screening and Foreign Securities. The Fund may not achieve the same level of performance as it would have without the application of the Cultural Values Screening policies. Funds that invest in foreign securities may involve greater risk, including political and economic uncertainties of foreign countries as well as the risk of currency fluctuations. Please see the Fund's prospectus for a further explanation of these risks.
Performance & Characteristics | Fund Holdings | Prospectus | Steward Application
