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SJVAX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Steward Large Cap Value A (SJVAX) Ownership - Who owns Steward Large Cap Value A?

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

Category: #Large Value

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

Profile

Details

Group

Domestic Stock Funds

Fundamentals

SJVAX

Net Assets

92M

Fund Existence

over 3 years

Turnover

N/A

Total Expense Ratio

1.00

Front Load

5.75%

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000

Min. Initial Investment IRA

N/A

Morningstar Category

Large Value

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.26

Assets in Top Ten Holdings

16.2M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

1.33M

Fund Type

OpenEnd

Index Fund

Management Fee

0.50

Modified Duration

N/A

No Load Fund

Number of Long Holdings

118.00

Number of Net Holdings

118.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

19.06%

Gain YTD

2.406

Annual Yield % from dividends

1.21

Returns for 1 year

5.56

Returns for 3 years

34.86

Returns for 5 years

N/A

Returns for 10 years

N/A

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Category LargeValue

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Fundamentals

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