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Crossmark's Steward Global Equity Income Fund Receives Two Lipper Awards

Values-based equity fund receives performance-based award for fourth consecutive year

Crossmark Global Investments logo (PRNewsfoto/Crossmark Global Investments)

News provided by

Crossmark Global Investments, Inc.

Feb 28, 2018, 09:00 ET

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HOUSTON, Feb. 28, 2018 /PRNewswire/ -- Crossmark Global Investments, Inc. (Crossmark), a leading provider of responsible investment solutions, is pleased to announce that Thomson Reuters has awarded the Crossmark Steward Global Equity Income Fund (ticker: SGISX) (the "Fund") with Lipper Fund Awards for Best Global Equity Income Fund in both the three-year and five-year performance categories for the period ending 11/30/2017. This marks the fourth consecutive year in which the Fund has received a Lipper Award.

The Fund invests in domestic and international stocks that generate high and growing dividend income. It applies a proprietary set of values screens. Screens applied to the portfolio management process 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 and five-year award from over 36 and 31 other equity funds, respectively. The other funds in the category are not screened for environmental, social and governance (ESG) factors, highlighting that investors do not need to sacrifice investment returns to align with their values.

"It is an honor to receive this award once again, validating our disciplined investment process, while simultaneously adhering to our clients' values-based responsible investing needs," said John Wolf, Managing Director of Equity Investments.

The U.S. Lipper Fund Awards recognized the Crossmark Steward Global Equity Income Fund (the fund) on February 28th, 2018 for delivering consistently strong risk-adjusted performance relative to its peers for the 3-year and 5-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's Steward Funds:

Crossmark is the exclusive manager of the award-winning Steward Funds, a family of values-based screened mutual funds that currently includes the Steward Large Cap Enhanced Index Fund, Steward Small-Mid Cap Enhanced Index Fund, Steward International Enhanced Index Fund, Steward Select Bond Fund, Steward Global Equity Income Fund, and the Steward Covered Call Income Fund.

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 or by visiting the Funds' website at: crossmarkglobal.com/stewardfunds. Please read the prospectus carefully before you invest. Past performance does not guarantee future results.

About Crossmark Global Investments:

Crossmark Global Investments is an independent investment advisor headquartered in Houston, Texas. Founded in 1987, the firm serves retail and institutional investors across the country. Crossmark is the exclusive manager of the award-winning Steward Funds, a family of values-based screened funds.

Media Contacts:

Stephanie Dressler/Elizabeth Germack
Dukas Linden Public Relations
(212) 704-7385
[email protected] / [email protected]

The Crossmark Steward Funds are distributed by Crossmark Distributors, Inc., member FINRA and SIPC. 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. Past performance does not guarantee future results.

From Thomson Reuters Lipper Awards, ©2018 Thomson Reuters. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this Content without express written permission is prohibited.

SOURCE Crossmark Global Investments, Inc.

Related Links

https://www.crossmarkglobal.com

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