Capstone Wins 2015 Thomson Reuters Lipper Fund Award

Visual of Thomson Reuters Lipper Fund Award

AG Financial congratulates our wealth management subsidiary, Capstone Asset Management Company, recipient of a 2015 Thomson Reuters Lipper Fund Award for Best Global Equity Income Fund. The award specifically recognizes the Steward Global Equity Income Fund Institutional Class for delivering consistently strong risk-adjusted performance, relative to its peers. We are honored to be able to provide this Fund as one of many outstanding investment options available to you within your AG Financial 403(b).

Learn more about your 403(b) investment options.

View the award and read the full story here:


 

2015 Lipper Award Winner Global Equity Income Fund for 5-Year Period

Global Equity Income Fund, Institutional (SGISX)

Capstone Asset Management Company is pleased to announce that the Steward Global Equity Income Fund Institutional Class (SGISX) earned the 2015 Lipper Fund Award for Best Global Equity Income Fund.

The U.S. Lipper Fund Awards recognized the Fund on March 31, 2015 for delivering consistently strong risk-adjusted performance, relative to its peers, for the 5-year period. Chosen out of 66 others, the Fund achieved the highest Lipper Leader for Consistent Return value over a single performance period in its classification.

The Fund seeks to provide income and long-term capital appreciation by employing a four-step process that combines dividend income style with relative risk-controlled portfolio construction and cultural values screening policies.

  • Determine the universe of Global dividend paying stocks. Apply the cultural values screens to the universe and eliminate those companies not meeting the screening policies from consideration.
  • Identify securities having dividend yields above their sector medians. Then those securities are screened for favorable dividend and earnings growth.
  • A relative risk-controlled portfolio is constructed that attempts to match the characteristics of a targeted benchmark.
  • A review of the portfolio securities with respect to their latest fundamental information is conducted. Any security that fails the review is removed and the portfolio construction is repeated until all holdings satisfy the review process.

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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 Risk. The Fund may not achieve the same level of performance as it would have without the application of the Cultural Values Screening policies. Investments 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.

This is not an offer to sell or a solicitation to buy shares of the Funds. Sales of Fund shares may only be made by prospectus. Before investing you should carefully consider the Funds' investment objectives, risks, charges and expenses. This and other information is in the prospectus, a copy of which may be obtained, without charge, by calling Capstone Asset Planning Company, Distributor for the Funds at (800) 262-6631 or visit the Funds' website, www.StewardMutualFunds.com. Please read the prospectus carefully before you invest.

NOT FDIC INSURED - NO BANK GUARANTEE - MAY LOSE VALUE

© 2014 CAPSTONE ASSET PLANNING COMPANY, DISTRIBUTOR (MEMBER FINRA/SIPC)

3700 WEST SAM HOUSTON PARKWAY SOUTH, SUITE 250, HOUSTON, TX 77042, 800-262-6631