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Crossmark Steward Global Equity Income Fund Class A (0P0000A4VN)

US Funds

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35.080 +0.150 +0.43%

13/05 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 407.63M

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0P0000A4VN Overview

On this page you'll find an in-depth profile of Crossmark Steward Global Equity Income Fund Class A. Learn about the key management, total assets, investment strategy and contact information of 0P0000A4VN among other information.

Contact Information

Address 5847 San Felipe, Suite 4100
Houston,TX 77057
United States

Phone (800) 262-6631

Web www.crossmarkglobal.com/stewardfunds

Top Executives

Name	Title	Since	Until
Rob Botard, CFA	Portfolio Manager	2022	Now
Biography	Rob joined Crossmark in 2022 and serves as Managing Director - Portfolio Manager within the Equity Investments team. Rob has more than 30 years of investment management experience. Prior to joining Crossmark, he served as a portfolio manager at Invesco focusing primarily on the company's dividend value investment strategies. Rob holds a B.B.A. in Finance and International Business for the University of Texas at Austin and a Master of international Management from Thunderbird, The American Graduate School of International Management. He is also a CFA charterholder.
Brent Lium	Portfolio Manager	2021	2024
Biography	Brent Lium joined Crossmark in November of 2019 as Managing Director with over 24 years of industry experience. His primary role is co-managing the Steward Enhanced Index Funds and the Large Cap Core Growth product. Brent started his investment career in 1995 with Dean Witter in Dallas. Following business school in 2001, he joined Invesco Ltd as an equity analyst on a growth mutual fund team. There he developed his extensive bottoms-up fundamental equity research abilities. He rounded out his top down strategy skills after being promoted to portfolio manager a few years later. Brent earned a BBA in Accounting from Texas A&M University and an MBA in Finance from the University of Texas - Austin. He is also a CFA Charterholder. He lives in West University Place, TX with his wife Carrie and three children. When he is not at one of his kid’s sporting events or activities, he loves to travel and do any outdoor activity.
John R. Wolf	Managing Director/Portfolio Manager	2008	2022
Biography	Mr. Wolf is a Managing Director and Head of Equity Investments at Crossmark Global Investments, Inc. Mr. Wolf began his career in 1983 with the Dreyfus Corporation and in 1987 joined Oppenheimer Capital as an accounting manager supervising both equity and fixed income mutual funds. In 1992, Mr. Wolf joined New Castle Advisers, which managed fixed income portfolios and mutual funds. In 1996, New Castle Advisers was acquired by Capstone where Mr. Wolf served in his current capacity. Mr. Wolf received his Bachelor’s Degree from Hofstra University and his Master’s Degree from Manhattan College.
Ryan Caylor	Research Associate	2021	2022
Biography	Ryan joined Crossmark in June of 2016 and currently serves as a Portfolio Manager & Head of Research. He is responsible for generating independent and differentiated fundamental research on markets, sectors, and individual companies in support of Crossmark's Portfolio Managers and Investment Teams. Prior to joining Capstone, Ryan was a sell-side Equity Research Associate at Tudor, Pickering, Holt & Co. (TPH) covering competitive power and electric utility stocks. Prior to TPH, Ryan was an Associate in the Energy Valuation Group at PricewaterhouseCoopers. Ryan graduated from Tulane University in New Orleans with an undergraduate degree in Finance, as well as Masters degrees in Accounting and Finance. He currently holds his Series 7, 63, 86, and 87 securities licenses.
Zachary Wehner	Portfolio Manager	2018	2020
Biography	Mr. Wehner joined Crossmark in 2014. He currently serves as an Equity Portfolio Manager. He is primarily responsible for managing quantitative based equity portfolios, often involving social values screening for various institutions and mutual funds. A native Houstonian, Mr. Wehner graduated from the University of Houston Law Center, where he received his J.D. & M.B.A. He is a member of the State Bar of Texas. He graduated magna cum laude from Southern Methodist University, where he earned a BA in history and a BBA in accouting. Throughout his academic career, Mr. Wehner focused on financial analysis, derivatives and the relationship between law and business. Mr. Wehner sits on Crossmark's Investment Policy, Valuation and Risk Management Committees. He currently holds the Series 7 securities license.
Melville L. Cody	Director of Research	2012	2018
Biography	Mel Cody has years experience as a securities analyst and portfolio manager. Mel’s background includes both buy side money management organizations and the sell side, where he worked at Sanders Morris Harris for approximately 10 years as Vice President of Institutional Research. On the buy side, Mel has worked at well-known financial institutions such as USAA Investment Management Company, a mutual fund group, and at American General as a portfolio manager and analyst. Mel joined Crossmark as a Senior Vice President and Equity Portfolio Manager in 2010. Over the years, he has covered a variety of industries including emerging growth, technology, consumer products and environmental/industrial process industries. Mel has been quoted frequently in national financial publications such as Forbes and the Wall Street Journal and has been selected by the Wall Street Journal as an “All Star Analyst.”

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Recent Quotes

Name	Price	Chg.	Chg. %
Steward Global Eq.	35.080	+0.150	+0.43%
FUNDO DE INVESTIM.	3.358	+0.004	+0.12%
Desjardins Emergi.	16.448	-0.069	-0.42%
TNA MULTIMERCADOS.	8.176	-0.004	-0.05%
AB FCP I - Americ.	38.380	+0.020	+0.05%
BAHIA AM SMID CAP.	7.254	+0.088	+1.23%
VOTORANTIM FUNDO .	5.534	-0.027	-0.48%