Morningstar

Steward Large Cap Core Fund Class A SJCAX

Morningstar Medalist Rating
Medalist Rating as of | See Crossmark Investment Hub
  • NAV / 1-Day Return 35.62  /  +0.62 %
  • Total Assets 205.9M
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.32%
  • Turnover 82%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:10 AM GMT+0

Morningstar’s Analysis SJCAX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Steward Large Cap Core A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SJCAX

More SJCAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

7.61 16M
Technology

NVIDIA Corp

6.28 13M
Technology

Alphabet Inc Class A

5.01 10M
Communication Services

Microsoft Corp

3.73 8M
Technology

Amazon.com Inc

2.77 6M
Consumer Cyclical

Broadcom Inc

1.96 4M
Technology

Visa Inc Class A

1.91 4M
Financial Services

Bank of America Corp

1.49 3M
Financial Services

Mastercard Inc Class A

1.45 3M
Financial Services

Citigroup Inc

1.35 3M
Financial Services

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