Steward Large Cap Growth 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.
Steward Large Cap Growth Fund Institutional Class SJGIX
- NAV / 1-Day Return 33.72 / −0.35 %
- Total Assets 257.2M
-
Adj. Expense Ratio
0.750%
- Expense Ratio 0.750%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 0.00
- Turnover 92%
USD | NAV as of Jun 10, 2026 | 1-Day Return as of Jun 10, 2026, 12:26 AM GMT+0
Morningstar’s Analysis SJGIX
Will SJGIX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the SJGIX 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 SJGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- 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 | 12.25 | 30M | Technology |
Apple Inc | 9.32 | 23M | Technology |
Alphabet Inc Class A | 5.44 | 13M | Communication Services |
Broadcom Inc | 4.72 | 12M | Technology |
Amazon.com Inc | 4.28 | 11M | Consumer Cyclical |
Meta Platforms Inc Class A | 2.47 | 6M | Communication Services |
Microsoft Corp | 2.47 | 6M | Technology |
Visa Inc Class A | 2.40 | 6M | Financial Services |
Tesla Inc | 2.31 | 6M | Consumer Cyclical |
Mastercard Inc Class A | 2.23 | 6M | Financial Services |
United States