Steward Values Enhanced SmMidCapI holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Steward Values-Focused Small-Mid Cap Enhanced Fund Instl SCECX
- NAV / 1-Day Return 14.36 / −1.31 %
- Total Assets 196.8M
-
Adj. Expense Ratio
0.640%
- Expense Ratio 0.640%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Small Blend
- Investment Style Small Blend
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 0.69%
- Turnover 36%
USD | NAV as of Jun 18, 2026 | 1-Day Return as of Jun 18, 2026, 12:18 AM GMT+0
Morningstar’s Analysis SCECX
Will SCECX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the SCECX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of SCECX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 5.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Flex Ltd | 0.85 | 2M | Technology |
nVent Electric PLC | 0.65 | 1M | Industrials |
US Foods Holding Corp | 0.61 | 1M | Consumer Defensive |
XPO Inc | 0.58 | 1M | Industrials |
ATI Inc | 0.56 | 1M | Industrials |
Sterling Infrastructure Inc | 0.54 | 1M | Industrials |
Everpure Inc Class A | 0.53 | 1M | Technology |
Twilio Inc Class A | 0.53 | 1M | Technology |
Curtiss-Wright Corp | 0.53 | 1M | Industrials |
MasTec Inc | 0.52 | 992,086 | Industrials |
United States