Morningstar

Steward Large Cap Core Fund Institutional Class SJCIX

Morningstar Medalist Rating
Medalist Rating as of | See Crossmark Investment Hub
  • NAV / 1-Day Return 35.74  /  +0.59 %
  • Total Assets 205.2M
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.48%
  • Turnover 101%

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:15 AM GMT+0

Morningstar’s Analysis SJCIX

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

  • People Pillar

    The People Pillar is our evaluation of the SJCIX 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 SJCIX’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 I 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 SJCIX

More SJCIX 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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