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Morningstar

Steward Select Bond A SEAKX

Morningstar Analyst Rating
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

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 12:07 AM GMT+00:00

Morningstar’s Analysis SEAKX

Will SEAKX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SEAKX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SEAKX 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 SEAKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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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