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Steward International Enhanced Index I SNTCX

Medalist Rating as of | See Crossmark Investment Hub
  • NAV / 1-Day Return 23.68  /  0.04 %
  • Total Assets 238.5 Mil
  • Adj. Expense Ratio
    0.780%
  • Expense Ratio 0.780%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 3.37%
  • Turnover 18%

Morningstar’s Analysis SNTCX

Will SNTCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of a middling Process Pillar rating and a Low People Pillar rating limit Steward International Enhanced Index I to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings SNTCX

  • Current Portfolio Date
  • Equity Holdings 151
  • Bond Holdings 0
  • Other Holdings 22
  • % Assets in Top 10 Holdings 32.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
4.34
10,035,983
Technology
3.01
6,958,487
Consumer Cyclical
2.43
5,610,344
Technology
2.38
5,510,150
Consumer Defensive
2.00
4,613,341
Financial Services
1.93
4,464,897
Basic Materials
1.92
4,427,614
Financial Services
1.89
4,357,153
Energy