Morningstar

Steward Values-Focused Small-Mid Cap Enhanced Fund R6 SSMOX

Morningstar Medalist Rating
Medalist Rating as of | See Crossmark Investment Hub
  • NAV / 1-Day Return 12.75  /  +0.39 %
  • Total Assets 200.5M
  • Adj. Expense Ratio
    0.530%
  • Expense Ratio 0.490%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status
  • TTM Yield 0.93%
  • Turnover 36%

USD | NAV as of Aug 13, 2026 | 1-Day Return as of Aug 13, 2026, 12:39 AM GMT+0

Morningstar’s Analysis SSMOX

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

  • People Pillar

    The People Pillar is our evaluation of the SSMOX 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 SSMOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Steward Values Enhanced SmMidCapR6 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SSMOX

More SSMOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

US Foods Holding Corp

0.73 1M
Consumer Defensive

Curtiss-Wright Corp

0.64 1M
Industrials

nVent Electric PLC

0.63 1M
Industrials

ATI Inc

0.60 1M
Industrials

Carpenter Technology Corp

0.59 1M
Industrials

MasTec Inc

0.55 1M
Industrials

Twilio Inc Class A

0.55 1M
Technology

XPO Inc

0.55 1M
Industrials

MKS Inc

0.52 1M
Technology

Sterling Infrastructure Inc

0.52 1M
Industrials

Sponsor Center