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Steward Select Bond C (SEAAX)

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24.66-0.04 (-0.16%)
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Steward Select Bond C

Houston TX 77057

5847 San Felipe, Suite 4100

Steward Funds, Inc.

Management information
,Lead manager since 31 December 2013
Victoria Fernandez joined Crossmark in July 2012 and serves as the Chief Market Strategist. She works with the firm's executive and research teams to analyze current market trends and provide comments to the media and public around Crossmark's investment outlook. She is also responsible for managing the Fixed Income Investment team and serves as Portfolio Manager on the firm's taxable fixed income products. Victoria began her career in 1994 at Fayez Sarofim & Company, a Houston-based financial advisory firm. During her 18 years at the firm, Victoria enhanced her knowledge of the industry through a variety of roles within the fixed income division including Head Trader, Municipal Portfolio Manager and as an Associate on the management team. Born and raised in Houston, Texas, Victoria remained in her hometown to ear her Bachelor of Arts from Rice University. She also earned her MBA from the May's Business School at Texas A&M University and is a CFA Charterholder. As an active member of her community, Victoria has served on the boards of local non-profit organizations and religious institutions. She stay busy supporting her two children in their athletic and academic pursuits, along with volunteering in National Charity League, a mother-daughter volunteer organization, and Literacy Strong, a non-profit developed by her daughter to fight illiteracy in Houston. Victoria currently resides in Houston, Texas and when not in the office, she enjoys walking her Labradoodle and diving into a good book.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryIntermediate Core Bond
Fund familyCrossmark Steward Funds
Net assets195.63M
YTD return-0.58%
Yield1.06%
Morningstar rating★
Inception date13 Dec 2017

Fund operations

Last dividend0.05
Last cap gain-11.00
Holdings turnover10.00%
Average for categoryN/A

Fees and expenses

ExpenseSEAAXCategory average
Annual report expense ratio (net)0.64%0.61%
Prospectus net expense ratio0.64%N/A
Prospectus gross expense ratio0.64%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A3.78%
Max deferred sales loadN/A1.18%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A