Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Crossmark Mutual Funds
View all of Crossmark’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Crossmark Funds List
Share Class Type
1 to 25 of 35 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Steward Covered Call Income A | SCJAX | Derivative Income | 7.82% | 39 | 1.250% | Low | Front Load | $1,000 | ||
| Steward Covered Call Income C | SCJCX | Derivative Income | 7.50% | 41 | 2.000% | Below Average | Level Load | $1,000 | ||
| Steward Covered Call Income I | SCJIX | Derivative Income | 7.77% | 40 | 1.000% | Low | Institutional | $100,000 | ||
| Steward Covered Call Income R6 | SCJKX | Derivative Income | 5.50% | 66 | 1.000% | Average | Retirement, Large | — | ||
| Steward Global Equity Income Fund A | SGIDX | Global Large-Stock Value | 5.92% | 76 | 1.260% | Above Average | Front Load | $1,000 | ||
| Steward Global Equity Income Fund I | SGISX | Global Large-Stock Value | 6.03% | 75 | 1.020% | High | Institutional | $100,000 | ||
| Steward Global Equity Income Fund C | SGIFX | Global Large-Stock Value | 5.62% | 79 | 2.040% | High | Level Load | $1,000 | ||
| Steward Global Equity Income Fund R6 | SGIGX | Global Large-Stock Value | 6.05% | 74 | 0.910% | High | Retirement, Large | — | ||
| Steward International Enhanced Index C | SNTDX | Foreign Large Blend | 4.96% | 81 | 1.780% | Below Average | Level Load | $1,000 | ||
| Steward International Enhanced Index I | SNTCX | Foreign Large Blend | 7.90% | 20 | 0.780% | Below Average | Institutional | $100,000 | ||
| Steward International Enhanced Index R6 | SNTFX | Foreign Large Blend | 8.63% | 18 | 0.670% | Below Average | Retirement, Large | — | ||
| Steward Select Bond I | SEACX | Intermediate Core Bond | −1.10% | 24 | 0.740% | High | Institutional | $100,000 | ||
| Steward Values Enhanced SmMidCapIndex A | TRDFX | Small Blend | 6.42% | 24 | 0.830% | Low | Front Load | $1,000 | ||
| Steward Values Enhanced SmMidCapIndex C | SSMEX | Small Blend | 1.97% | 70 | 1.650% | Low | Level Load | $1,000 | ||
| Steward Values Enhanced SmMidCapIndex I | SCECX | Small Blend | 6.48% | 23 | 0.650% | Low | Institutional | $100,000 | ||
| Steward Values Enhanced SmMidCapIndex R6 | SSMOX | Small Blend | 6.60% | 22 | 0.540% | Low | Retirement, Large | — | ||
| Steward International Enhanced Index A | SNTKX | Foreign Large Blend | 8.46% | 21 | 1.040% | Low | Front Load | $1,000 | ||
| Steward Select Bond A | SEAKX | Intermediate Core Bond | −0.96% | 28 | 0.960% | High | Front Load | $1,000 | ||
| Steward Select Bond R6 | SEABX | Intermediate Core Bond | −2.04% | 89 | 0.640% | High | Retirement, Large | — | ||
| Steward Values Enhanced Lg Cap Index A | SEEKX | Large Blend | 9.76% | 57 | 0.840% | Low | Front Load | $1,000 | ||
| Steward Values Enhanced Lg Cap Index C | SEEBX | Large Blend | 6.35% | 86 | 1.670% | Below Average | Level Load | $1,000 | ||
| Steward Values Enhanced Lg Cap Index I | SEECX | Large Blend | 9.88% | 53 | 0.610% | Below Average | Institutional | $100,000 | ||
| Steward Values Enhanced Lg Cap Index R6 | SEEHX | Large Blend | 9.90% | 53 | 0.520% | Below Average | Retirement, Large | — | ||
| Steward Select Bond C | SEAAX | Intermediate Core Bond | −2.38% | 97 | 1.730% | High | Level Load | $1,000 | ||
| Steward Equity Market Neutral A | SMNAX | Equity Market Neutral | — | 4.10% | 73 | 1.910% | High | Front Load | $1,000 |
Crossmark Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank