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Steward Values Enhanced Lg Cap Index R6 SEEHX Fund Analysis

Morningstar Medalist Rating
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Morningstar’s Analysis SEEHX

Will SEEHX 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 SEEHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Weakness in Steward Values Enhanced Lg Cap Index R6's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
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