Nasdaq - Delayed Quote USD

Steward Values Enhanced Lg Cap I (SEECX)

34.37
-0.55
(-1.58%)
At close: 8:07:12 AM EDT

Investment Information

Min Initial Investment
100,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • E TRADE Financial
  • Mid Atlantic Capital Corp
  • Pershing FundCenter
  • Schwab Institutional
  • Shareholders Services Group
  • JPMorgan
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 10.24.2024
  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Ameriprise Brokerage
  • Nationwide Retirement Resource
  • RBC Wealth Management-Advisory Eligible
  • Ameriprise SPS Advantage
  • CommonWealth NTF
  • ETrade No Load Fee
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation FRIAG
  • Sterne, Agee & Leach, Inc.,
  • Ameritas NTFN
  • Firstrade
  • Scottrade TF
  • Scottrade NTF
  • Ameriprise Financial
  • Principal Advantage
  • Thrivent – Advisory Eligible
  • Trade PMR Transaction Fee
  • Trade PMR NTF
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • HD Vest - Vest Advisor
  • Securities America Advisors
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • Trust Company of America
  • Investacorp NTF
  • Securities America Inc.
  • Nationwide Retirement Flexible Advantage
  • JP Morgan No Load
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab Retirement Only
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Lincoln Investment Planning
  • Pershing Retirement Plan Network
  • Ameriprise SPS Advisor
  • HD Vest
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024
  • Avantax
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

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.

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

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

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