SEEKX - Crossmark Steward Values-Focused Large Cap Enhanced Index Fund

Nasdaq - Nasdaq Delayed price. Currency in USD

Crossmark Steward Values-Focused Large Cap Enhanced Index Fund

Houston TX 77057

5847 San Felipe, Suite 4100

Steward Funds, Inc.

Management information
,Lead manager since 22 March 2020
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.
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

CategoryLarge Blend
Fund familyCrossmark Steward Funds
Net assets210.35M
YTD return9.60%
Morningstar rating★★
Inception date30 Sept 2004

Fund operations

Last dividend0.03
Last cap gain35.00
Holdings turnover35.00%
Average for categoryN/A

Fees and expenses

ExpenseSEEKXCategory average
Annual report expense ratio (net)0.58%0.84%
Prospectus net expense ratio0.58%N/A
Prospectus gross expense ratio0.58%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.18%
Max deferred sales loadN/A1.28%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A