SEEKX Crossmark Steward Large Cap Enhanced Index Fund Class A

This is an open ended mutual fund. The investment seeks long-term capital appreciation. The advisor pursues its objective by seeking to enhance its performance over that of its primary benchmark index by 1) changing the relative weighting in the fund& 39 s portfolio of growth versus value style securities in the index (style tilt) and 2) utilizing computer-aided, quantitative analysis of valuation, growth, dividend yield, industry and other factors to compensate for the exclusion of certain index securities due to the fund& 39 s values-based investment policies. The fund invests at least 80% of its assets in the securities of companies included in the fund& 39 s benchmark.

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As of 07/27/2021


Mutual Fund Information
Sponsor:     Steward Funds, Inc.
Category1:  US Equity
Category2:  Broad market
Category3:  Large cap
Morningstar category:  Large Blend
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     10/01/2004
Market cap:     $26,870,000
Current yield:     0.43%
Fees:     0.8400%
All SEC Filings:  SEC Edgar Online
Summary Prospectus:  497
Semi-Annual filings:  N-CSR
Quarterly holdings:  NPORT
CUSIP:  860324201
ISIN:    US8603242012
Investment style: Actively managed

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