SSMEX Crossmark Steward Small-Mid Cap Enhanced Index Fund Class C

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 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 attempt to compensate for the exclusion of certain index securities due to the fund& 39 s values-based investment policies. It will invest 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:  Small cap
Morningstar category:  Small Blend
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     07/27/2021
Market cap:     $0
Current yield:     0.06%
Fees:     0.0000%
All SEC Filings:  SEC Edgar Online
Summary Prospectus:  497
Semi-Annual filings:  N-CSR
Quarterly holdings:  NPORT
CUSIP:  
ISIN:    
Investment style: Actively managed

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