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Steward Select Bond A SEAKX

Quantitative rating as of
  • NAV / 1-Day Return 22.28  /  0.54 %
  • Total Assets 148.2 Mil
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 0.920%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Intermediate Core Bond
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.48%
  • Effective Duration 5.32 years

Morningstar’s Analysis SEAKX

Will SEAKX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Weakness in Steward Select Bond A's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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