Morningstar

Steward Large Cap Core Fund Institutional Class SJCIX

Morningstar Medalist Rating
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Medalist Rating as of See Crossmark Investment Hub
  • NAV / 1-Day Return $36.54  /  −0.60 %
  • Fund Size $209.2M
  • Adjusted Expense Ratio 0.750%
  • Net Expense Ratio 0.750%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.46%
  • Turnover Ratio 101%
NAV and 1-Day Return as of

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 33.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.57 18M
Technology

Apple Inc

5.93 12M
Technology

Microsoft Corp

4.44 9M
Technology

Alphabet Inc Class A

4.14 9M
Communication Services

Amazon.com Inc

2.52 5M
Consumer Cyclical

Visa Inc Class A

1.90 4M
Financial Services

Mastercard Inc Class A

1.59 3M
Financial Services

KLA Corp

1.50 3M
Technology

Texas Instruments Inc

1.48 3M
Technology

Bank of America Corp

1.41 3M
Financial Services

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