SCECX – Steward Values Enhanced SmMidCapI Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its assets in the securities of small- to mid‑cap companies included in the fund’s benchmark index that pass the fund’s values-based screens. Small- to mid‑cap companies are defined by the market capitalization range of the fund’s benchmark index, the S&P 1000® Index, from time to time.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SCECX	Steward Values-Focused Small-Mid Cap Enhanced Fund Instl	Institutional	Open			Apr 3, 2006	$160.29M	0.610%	Low	$100,000	$8.09M
TRDFX	Steward Values-Focused Small-Mid Cap Enhanced Fund A	Front Load	Open			Jan 31, 1952	$36.36M	0.810%	Low	$1,000	−$5.13M
SSMOX	Steward Values-Focused Small-Mid Cap Enhanced Fund R6	Retirement, Large	—			Dec 14, 2017	$5.56M	0.490%	Low	$0	$3.00M

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