Morningstar

Steward Covered Call Income Fund Class A SCJAX

Medalist Rating as of Aug 31, 2026 See Crossmark Investment Hub

Strategy

The investment seeks dividend income and options premium income, with the potential for capital appreciation and less volatility than the broad equity market. Under normal market circumstances, the fund will write (sell) call options on at least 80% of its equity securities and invest at least 80% of its assets in the securities of companies included in the Cboe S&P 500 BuyWrite Index. The fund’s equity investments will consist primarily of common stocks of large U.S. companies, most of which will pay dividends, with sufficient liquidity and option market interest to suggest that call options can be readily written on those securities.

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
SCJIX	Steward Covered Call Income Fund Institutional Class	Institutional	Open			Dec 14, 2017	$112.71M	1.000%	Below Average	$100,000	$10.00M
SCJAX	Steward Covered Call Income Fund Class A	Front Load	Open			Dec 14, 2017	$8.09M	1.250%	Below Average	$1,000	−$1.01M
SCJCX	Steward Covered Call Income Fund Class C	Level Load	Open			Dec 14, 2017	$3.08M	2.000%	Average	$1,000	$808,428.91
SCJKX	Steward Covered Call Income Fund Class R6	Retirement, Large	Open			Aug 28, 2025	$3.20M	1.000%	Above Average	$0	$3.04M

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