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Morningstar

Steward Large Cap Core I SJCIX

Morningstar Medalist Rating
Medalist Rating as of | See Crossmark Investment Hub
  • NAV / 1-Day Return 27.55  /  +1.36 %
  • Total Assets 114.2 Mil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.68%
  • Turnover 35%

USD | NAV as of Jun 01, 2024 | 1-Day Return as of Jun 01, 2024, 12:18 AM GMT+0

Morningstar’s Analysis SJCIX

Will SJCIX outperform in 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.

Weakness in Steward Large Cap Core I's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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 28.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.45 6.9 Mil
Technology

Apple Inc

4.40 4.7 Mil
Technology

NVIDIA Corp

3.50 3.7 Mil
Technology

Alphabet Inc Class A

2.94 3.1 Mil
Communication Services

Amazon.com Inc

2.46 2.6 Mil
Consumer Cyclical

Visa Inc Class A

1.92 2.0 Mil
Financial Services

Mastercard Inc Class A

1.79 1.9 Mil
Financial Services

The Home Depot Inc

1.73 1.8 Mil
Consumer Cyclical

Salesforce Inc

1.55 1.6 Mil
Technology

Qualcomm Inc

1.44 1.5 Mil
Technology