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SCECX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Steward Values Enhanced SmMidCapI (SCECX) Ownership - Who owns Steward Values Enhanced SmMidCapI?

The investment seeks long-term capital appreciation... Show more

Category: #Small Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

SCECX

Net Assets

188M

Fund Existence

over 19 years

Turnover

N/A

Total Expense Ratio

0.64

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

100000

Min. Initial Investment IRA

N/A

Morningstar Category

Small Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.64

Assets in Top Ten Holdings

9.87M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

150M

Fund Type

OpenEnd

Index Fund

Management Fee

0.22

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

930.00

Number of Net Holdings

931.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

5.71%

Gain YTD

1.480

Annual Yield % from dividends

0.93

Returns for 1 year

-0.15

Returns for 3 years

-13.83

Returns for 5 years

3.86

Returns for 10 years

-8.50

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Category SmallBlend

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Fundamentals

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