OUR PRODUCTS

MOBILE APPS

GENERAL INFO

Help

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

184M

Fund Existence

over 19 years

Turnover

36.00

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

145M

Fund Type

OpenEnd

Index Fund

Management Fee

0.22

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

938.00

Number of Net Holdings

938.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

5.94%

Gain YTD

4.984

Annual Yield % from dividends

0.89

Returns for 1 year

4.41

Returns for 3 years

-0.54

Returns for 5 years

10.85

Returns for 10 years

-0.37

View a ticker or compare two or three

Compare

Interact to see
Advertisement

A.I.Advisor

published price charts

These past five trading days, the mutual fund lost 0.00%.

View AI-Driven Trading

A.I. Advisor

published General Information

General Information

Category SmallBlend

Profile

Fundamentals

Details