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Steward Values Enhanced Lg Cap I (SEECX)

29.63
-1.86
(-5.91%)
At close: April 4 at 8:02:12 PM EDT
Loading Chart for SEECX
  • Previous Close 31.49
  • YTD Return -4.50%
  • Expense Ratio 0.61%
  • Category Large Blend
  • Last Cap Gain 23.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 250.11M
  • Beta (5Y Monthly) 1.01
  • Yield 0.75%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend 0.26
  • Inception Date Dec 14, 2017

Under normal circumstances, the fund will invest at least 80% of its assets in the securities of large-cap companies included in the fund’s benchmark index that pass the fund’s values-based screens. The companies included in the benchmark index represent a broad spectrum of the U.S. economy and are generally U.S. issuers. Its investments may also include other investment companies and real estate investment trusts.

Crossmark Steward Funds

Fund Family

Large Blend

Fund Category

250.11M

Net Assets

2017-12-14

Inception Date

Performance Overview: SEECX

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Trailing returns as of 4/3/2025. Category is Large Blend.

YTD Return

SEECX
4.50%
Category
5.31%
 

1-Year Return

SEECX
7.05%
Category
20.31%
 

3-Year Return

SEECX
8.05%
Category
6.48%
 

5-Year Return

SEECX
18.59%
Category
11.78%
 

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Holdings: SEECX

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Sector Weightings

SectorSEECX
Technology   33.20%
Healthcare   8.73%
Industrials   6.64%
Energy   3.38%
Utilities   3.00%
Real Estate   2.53%

Recent News: SEECX

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Research Reports: SEECX

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