Nasdaq - Delayed Quote USD

Steward Values Enhanced Lg Cap I (SEECX)

34.37
-0.55
(-1.58%)
As of 8:07:12 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 2.02%
5y Average Return 16.70%
Number of Years Up 16
Number of Years Down 4
Best 1Y Total Return (May 20, 2025) 36.68%
Worst 1Y Total Return (May 20, 2025) --
Best 3Y Total Return 36.68%
Worst 3Y Total Return 6.04%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SEECX
Category
YTD
-5.02%
5.31%
1-Month
-0.55%
-4.19%
3-Month
-7.43%
3.90%
1-Year
11.20%
20.31%
3-Year
11.17%
6.48%
5-Year
15.48%
11.78%
10-Year
10.63%
10.96%
Last Bull Market
19.92%
25.56%
Last Bear Market
-16.27%
-15.11%

Annual Total Return (%) History

Year
SEECX
Category
2025
--
--
2024
23.50%
--
2023
25.29%
22.32%
2022
-19.28%
-16.96%
2021
31.02%
26.07%
2020
12.74%
15.83%
2019
29.48%
28.78%
2018
-6.91%
-6.27%

2017
21.34%
20.44%
2016
11.02%
10.37%
2015
-1.91%
-1.07%
2014
13.12%
10.96%
2013
36.68%
31.50%
2012
16.43%
14.96%
2011
0.17%
-1.27%
2010
18.56%
14.01%
2009
37.06%
28.17%
2008
-39.27%
-37.79%
2007
5.21%
6.16%
2006
13.50%
14.17%
2005
6.94%
5.88%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -4.50% -- -- --
2024 10.18% 3.68% 5.74% 2.25%
2023 7.35% 8.26% -3.63% 11.87%
2022 -5.44% -16.27% -5.21% 7.56%
2021 5.95% 9.25% 1.42% 11.61%
2020 -24.87% 21.90% 7.56% 14.44%
2019 13.59% 4.05% 1.53% 7.89%
2018 -0.46% 2.79% 6.44% -14.52%
2017 5.35% 3.25% 4.80% 6.45%
2016 1.22% 1.73% 3.87% 3.80%

2015 1.14% -0.68% -7.19% 5.21%
2014 2.57% 5.48% 0.20% 4.35%
2013 11.46% 3.54% 6.54% 11.17%
2012 13.56% -4.53% 6.03% 1.29%
2011 6.42% 0.62% -15.63% 10.88%
2010 6.81% -11.63% 12.52% 11.63%
2009 -11.05% 20.86% 20.05% 6.20%
2008 -9.30% -3.80% -8.34% -24.07%
2007 2.33% 5.94% 0.88% -3.81%
2006 6.66% -2.75% 2.43% 6.84%
2005 -1.88% 2.45% 4.28% 2.02%

Rank in Category (By Total Return)

YTD 52
1-Month 35
3-Month 33
1-Year 38
3-Year 48
5-Year 26

Load Adjusted Returns

1-Year 11.20%
3-Year 11.17%
5-Year 15.48%
10-Year 10.63%

Performance & Risk

YTD Return 2.02%
5y Average Return 16.70%
Rank in Category (ytd) 52
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.01
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Crossmark Steward Funds
Net Assets 248.67M
YTD Return -5.02%
Yield 0.75%
Morningstar Rating
Inception Date Oct 01, 2004

Fund Summary

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.

Related Tickers

FGADX Franklin Gold and Precious Metals Adv
29.64
+3.02%
 
FRGOX Franklin Gold and Precious Metals C
23.20
+3.02%
 
FKRCX Franklin Gold and Precious Metals A
26.98
+3.02%
 
FGPMX Franklin Gold and Precious Metals R6
30.13
+3.01%
 
INIYX VanEck International Investors Gold Y
16.09
+2.16%
 
INIIX VanEck International Investors Gold I
21.98
+2.14%
 
INIVX VanEck International Investors Gold A
15.49
+2.11%
 
USERX U.S. Global Investors Gold & Precious Metals Fund
16.61
+2.09%
 
FEGIX First Eagle Gold I
36.99
+1.96%
 
FEURX First Eagle Gold R6
37.10
+1.95%
 
CVISX Causeway International Small Cap Inv
15.19
+0.80%
 
CIISX Causeway International Small Cap Instl
15.21
+0.80%
 
WFEMX WCM Focused Emerging Markets Investor
16.18
+0.68%
 
WCMEX WCM Focused Emerging Markets Instl
16.42
+0.67%
 
CPAEX Counterpoint Tactical Equity A
22.66
+0.58%
 
CPCEX Counterpoint Tactical Equity C
21.13
+0.57%
 
CPIEX Counterpoint Tactical Equity I
23.18
+0.56%
 
MISMX Matthews EM Sm Coms Instl
24.05
+0.46%
 
MSMLX Matthews EM Sm Coms Inv
24.07
+0.46%
 
KINCX Kinetics Internet Adv C
84.93
+0.40%
 
WWWFX Kinetics Internet No Load
116.21
+0.40%
 
KINAX Kinetics Internet Adv A
104.62
+0.39%
 
JAKRX JHancock Disciplined Value Glb L/S A
15.34
+0.39%
 
SEUPX NAA Mid Growth P
33.57
+0.39%
 
JAKTX JHancock Disciplined Value Glb L/S C
15.29
+0.33%
 
JAKVX JHancock Disciplined Value Glb L/S R6
15.35
+0.33%
 
JAKUX JHancock Disciplined Value Glb L/S I
15.67
+0.32%
 
SAHMX SA International Value
15.18
+0.26%
 
RAIWX Manning & Napier Rainier Intl Discv W
26.22
0.00%
 
QLERX AQR Long-Short Equity R6
18.52
+0.22%
 
AVALX Aegis Value I
44.28
+0.20%
 
QLENX AQR Long-Short Equity N
17.82
+0.17%
 
QLEIX AQR Long-Short Equity I
18.33
+0.16%
 
YFSNX AMG Yacktman Global N
15.11
+0.13%
 
GEMEX GMO Emerging Markets I
25.44
+0.08%
 
GEMNX GMO Emerging Markets R6
25.50
+0.08%
 
YFSIX AMG Yacktman Global I
15.15
+0.07%
 
EACOX Eaton Vance Emerging and Frontier Countries Equity Fund
15.79
+0.06%
 
EICOX Eaton Vance Emerg & Frntr Countrs Eq I
15.93
+0.06%
 
MWFEX Metropolitan West Funds - Flexible Income Fund
38.33
+0.05%
 
FCHKX Fidelity Advisor China Region C
39.72
+0.03%
 
FHKAX Fidelity Advisor China Region A
41.75
+0.02%
 
FHKIX Fidelity Advisor China Region I
42.04
+0.02%
 
FHKCX Fidelity China Region
42.37
+0.02%
 
SDIVX Stock Dividend
18.97
+0.02%
 
BSPAX iShares S&P 500 Index Investor A
684.63
0.00%
 
BSPGX iShares S&P 500 Index G
685.20
0.00%
 
BSPIX iShares S&P 500 Index Institutional
684.97
0.00%
 
BSPSX iShares S&P 500 Index Service
684.72
0.00%
 
BTMKX iShares MSCI EAFE Intl Idx K
17.75
0.00%
 
FEAAX Fidelity Advisor Emerging Asia A
51.16
0.00%
 
FEATX Fidelity Advisor Emerging Asia M
48.66
0.00%
 
FERCX Fidelity Advisor Emerging Asia C
43.16
0.00%
 
FERIX Fidelity Advisor Emerging Asia I
53.81
0.00%
 
FHKTX Fidelity Advisor China Region M
41.37
0.00%
 
FIQFX Fidelity Advisor China Region Z
42.01
0.00%
 
FIQPX Fidelity Advisor Emerging Asia Z
53.89
0.00%
 
GIFIX Guggenheim Floating Rate Strats Instl
23.96
0.00%
 
GIFSX Guggenheim Floating Rate Strats R6
23.97
0.00%
 
LIHIX BlackRock LifePath Index 2045 Fund
22.94
0.00%
 
LIHKX BlackRock LifePath Index 2045 Fund
22.97
0.00%
 
LIHPX BlackRock LifePath Index 2045 Fund
22.81
0.00%
 
LIPAX BlackRock LifePath Index 2050 Fund
24.02
0.00%
 
LIPIX BlackRock LifePath Index 2050 Fund
24.10
0.00%
 
LIPKX BlackRock LifePath Index 2050 Fund
24.10
0.00%
 
LIPPX BlackRock LifePath Index 2050 Fund
23.98
0.00%
 
LIVAX BlackRock LifePath Index 2055 Inv A
24.93
0.00%
 
LIVIX BlackRock LifePath Index 2055 Instl
25.01
0.00%
 
LIVKX BlackRock LifePath Index 2055 K
25.02
0.00%
 
LIVPX BlackRock LifePath Index 2055 Inv P
24.87
0.00%
 
LPHAX BlackRock LifePath Dyn 2045 Investor A
18.14
0.00%
 
LPHIX BlackRock LifePath Dyn 2045 Instl
18.28
0.00%
 
LPHKX BlackRock LifePath Dyn 2045 K
18.60
0.00%
 
LPHRX BlackRock LifePath Dyn 2045 R
18.01
0.00%
 
LPJIX BlackRock LifePath Dyn 2035 Instl
16.06
0.00%
 
LPJKX BlackRock LifePath Dyn 2035 K
16.39
0.00%
 
LPRFX BlackRock LifePath Dyn 2050 Investor A
23.13
0.00%
 
LPRPX BlackRock LifePath Dyn 2050 R
22.89
0.00%
 
LPSFX BlackRock LifePath Dyn 2040 K
17.87
0.00%
 
LPSGX BlackRock LifePath Dyn 2050 K
23.53
0.00%
 
LPVAX BlackRock LifePath Dyn 2055 Investor A
19.63
0.00%
 
LPVIX BlackRock LifePath Dyn 2055 Instl
19.84
0.00%
 
LPVKX BlackRock LifePath Dyn 2055 K
20.27
0.00%
 
LPVRX BlackRock LifePath Dyn 2055 R
19.50
0.00%
 
MAIIX iShares MSCI EAFE International Index Fund
17.73
0.00%
 
STLEX BlackRock LifePath Dynamic 2040 Fund
17.66
0.00%
 
STLFX BlackRock LifePath Dynamic 2050 Fund
23.34
0.00%
 
WFSPX iShares S&P 500 Index K
685.20
0.00%
 
FSEAX Fidelity Emerging Asia
53.17
-0.02%
 
DRESX Driehaus Emerging Markets Small Cap Growth Fund
22.40
-0.04%
 
HMEZX NexPoint Merger Arbitrage Z
19.91
-0.05%
 
HMEAX NexPoint Merger Arbitrage A
19.49
-0.05%
 
PDEZX PGIM Jennison Emerging Markets Equity Opportunities Fund
18.35
-0.05%
 
NFRFX Nuveen Floating Rate Income R6
18.07
-0.06%
 
MOWIX Moerus Worldwide Value Institutional
18.02
-0.06%
 
NFRIX Nuveen Floating Rate Income I
17.99
-0.06%
 
NFRAX Nuveen Floating Rate Income A
17.97
-0.06%
 
WWWEX Kinetics Global No Load
17.83
-0.06%
 
FEDIX Fidelity Advisor Emerg Mkts Discv I
17.05
-0.06%
 
FIQGX Fidelity Advisor Emerg Mkts Discv Z
17.03
-0.06%