SCJIX – Steward Covered Call Income I Investment Strategy | Morningstar

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Strategy

The investment seeks dividend income and options premium income, with the potential for capital appreciation and less volatility than the broad equity market. The fund invests in a portfolio of large cap, dividend paying, equity securities that are listed on U.S. exchanges and to write (sell) covered call options on those securities with the overall goal of providing options premium income and lowering volatility of the fund's portfolio when compared to the broader uncovered large cap securities market.

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	$114.05M	1.000%	Below Average	$100,000	$10.00M
SCJAX	Steward Covered Call Income Fund Class A	Front Load	Open			Dec 14, 2017	$8.15M	1.250%	Below Average	$1,000	−$1.01M
SCJCX	Steward Covered Call Income Fund Class C	Level Load	Open			Dec 14, 2017	$3.05M	2.000%	Average	$1,000	$808,428.91
SCJKX	Steward Covered Call Income Fund Class R6	Retirement, Large	Open			Aug 28, 2025	$3.23M	1.000%	Above Average	$0	$3.04M

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