SSMOX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Steward Values Enhanced SmMidCapR6 (SSMOX) Ownership - Who owns Steward Values Enhanced SmMidCapR6?

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

SSMOX

Net Assets

172M

Fund Existence

over 7 years

Turnover

18.00

Total Expense Ratio

0.53

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Small Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.53

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

1.21M

Fund Type

OpenEnd

Index Fund

Management Fee

0.22

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

942.00

Number of Net Holdings

943.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

4.93%

Gain YTD

-8.672

Annual Yield % from dividends

1.30

Returns for 1 year

-9.08

Returns for 3 years

-17.82

Returns for 5 years

6.43

Returns for 10 years

N/A

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General Information

Category SmallBlend

Profile

Fundamentals

Details