Morningstar

Steward Large Cap Growth Fund Class A SJGAX

Morningstar Medalist Rating
Medalist Rating as of | See Crossmark Investment Hub
  • NAV / 1-Day Return 34.48  /  −1.18 %
  • Total Assets 265.0M
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 106%

USD | NAV as of Jul 14, 2026 | 1-Day Return as of Jul 14, 2026, 2:14 AM GMT+0

Morningstar’s Analysis SJGAX

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

  • People Pillar

    The People Pillar is our evaluation of the SJGAX 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 SJGAX’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 Growth 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
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Portfolio Holdings SJGAX

More SJGAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

12.20 32M
Technology

Apple Inc

10.44 27M
Technology

Alphabet Inc Class A

4.77 13M
Communication Services

Broadcom Inc

4.75 13M
Technology

Amazon.com Inc

4.11 11M
Consumer Cyclical

Tesla Inc

2.48 7M
Consumer Cyclical

Meta Platforms Inc Class A

2.40 6M
Communication Services

Lam Research Corp

2.30 6M
Technology

Mastercard Inc Class A

2.25 6M
Financial Services

Visa Inc Class A

2.23 6M
Financial Services

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