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SJCIX
Mutual Fund ticker: NASDAQ
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CHANGE
NET ASSETS

Steward Large Cap Core I (SJCIX) Ownership - Who owns Steward Large Cap Core I?

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

Category: #Large Blend

Profile

Category
Large Blend
Address
Steward Funds, Inc.5847 San Felipe, Suite 4100Houston
Phone
N/A
Web
www.stewardmutualfunds.com

Details

Group
Domestic Stock Funds
Category
Large Blend
Total Expense Ratio
0.75
Min. Initial Investment
100000.00
Fund Existence
over 3 years
Turnover
98.00
Front Load
N/A
Net Assets
150468750.00
Manager Tenure
N/A

Fundamentals

SJCIX
Net Assets
150M
Fund Existence
over 3 years
Turnover
98.00
Total Expense Ratio
0.75
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
100000
Min. Initial Investment IRA
N/A
Morningstar Category
Large Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.96
Assets in Top Ten Holdings
27.6M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
141M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.50
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
109.00
Number of Net Holdings
109.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
28.62%
Gain YTD
-4.080
Annual Yield % from dividends
0.60
Returns for 1 year
8.35
Returns for 3 years
27.21
Returns for 5 years
N/A
Returns for 10 years
N/A
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General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Steward Funds, Inc.5847 San Felipe, Suite 4100Houston
Phone
N/A
Web
www.stewardmutualfunds.com