SEEHX – Steward Values Enhanced Lg Cap R6 Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the securities of large-cap companies that pass the fund’s values-based screens. Large-cap companies are defined as companies included in the S&P 500® Index from time to time.

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
SEECX	Steward Values-Focused Large Cap Enhanced Fund Instl	Institutional	Open			Oct 1, 2004	$274.65M	0.580%	Below Average	$100,000	−$36.63M
SEEKX	Steward Values-Focused Large Cap Enhanced Fund A	Front Load	Open			Oct 1, 2004	$19.28M	0.830%	Low	$1,000	−$2.95M
SEEHX	Steward Values-Focused Large Cap Enhanced Fund R6	Retirement, Large	Open			Dec 14, 2017	$27.52M	0.470%	Below Average	$0	$13.34M

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