Where Investments and Values Intersect

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Crossmark Global Investments is a faith-based investment management firm that provides a full suite of investment strategies to institutional investors, financial advisors, and the clients they serve. For over 30 years, the firm has delivered uniquely constructed products based on its proprietary, disciplined, and repeatable process. Crossmark is especially known for helping its clients align their investments with their values by creating socially conscious, responsible investment strategies. Founded in 1987, the firm is headquartered in Houston, Texas.

Recent Awards

The Lipper Fund Awards from Refinitiv recognized the Steward Global Equity Income Fund at the U.S. Lipper Fund Awards on March 23, 2023, 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, 2022. The number of peer funds included in the category was 20 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.

Refinitiv Lipper Fund Awards U.S. 2023 Winner, Steward Global Equity Income Fund Institutional Class (SGISX), Best Global Equity Income Fund Over 10-Year period.

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.

Refinitiv Lipper Fund Awards, ©2023 Refinitiv. All rights reserved. Used under license.