Morningstar

Steward Values-Focused Large Cap Enhanced Fund A SEEKX

Morningstar Medalist Rating
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Medalist Rating as of See Crossmark Investment Hub
  • NAV / 1-Day Return $43.32  /  −0.46 %
  • Fund Size $316.9M
  • Adjusted Expense Ratio 0.830%
  • Net Expense Ratio 0.830%
  • Fee Level: Distribution Low
  • Share Class Type Front Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.25%
  • Turnover Ratio 26%
NAV and 1-Day Return as of

Morningstar’s Analysis SEEKX

Will SEEKX outperform in the 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 SEEKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Steward Values Enhanced Lg Cap A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SEEKX

More SEEKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.46 27M
Technology

Apple Inc

7.39 24M
Technology

Microsoft Corp

5.73 18M
Technology

Amazon.com Inc

3.71 12M
Consumer Cyclical

Alphabet Inc Class A

3.03 10M
Communication Services

Broadcom Inc

2.55 8M
Technology

Alphabet Inc Class C

2.49 8M
Communication Services

Meta Platforms Inc Class A

2.38 8M
Communication Services

Micron Technology Inc

1.84 6M
Technology

Eli Lilly and Co

1.63 5M
Healthcare

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