SEECX Mutual Fund

SEECX Mutual Fund (Steward Values Enhanced Large Cap Fund Institutional Class) is managed by Crossmark Steward Funds with $277.5M in net assets. SEECX expense ratio is 0.61%, holding 409 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2004-10-01.

SEECX performance shows a YTD return of 9.47%. The 1-year return is 17.79% and the 5-year return is 12.02%. SEECX dividend yield stands at 3.29%, paid annually.

SEECX top holdings include Nvidia Corp. (7.9%), Apple, Inc (6.5%), Microsoft Corp 4.100 Feb 06 37 (4.8%), Amazon.Com Inc (4.1%), Alphabet Inc.Class A (3.6%). Go to all SEECX holdings, SEECX sectors, or SEECX dividends.

SEECX can be compared against other funds. Use SEECX overlap to find shared positions, or SEECX vs another fund for a side-by-side view. SEECX alternatives are available via the screener, along with tax-loss harvesting opportunities.