SEEBX Mutual Fund

SEEBX Mutual Fund

NAV$24.42
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Fund Essentials

Net Assets
$54,943.09
Expense Ratio
1.61%
Dividend Yield (Current)
1.55%
Holdings
409
Inception Date
Dec 14, 2017
Fund Family
Crossmark Steward Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+7.09%
1 Year+18.32%
3 Year+6.15%
5 Year+9.39%

Asset Allocation

Stocks: 99.82%
Cash: 0.18%
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Dividend Summary

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Dividend Yield (Current)
1.55%
Frequency
Annually
Latest Distribution
$0.06
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

SEEBX Mutual Fund Overview

SEEBX Mutual Fund (Steward Values Enhanced Large Cap Fund Class C) is managed by Crossmark Steward Funds with $54,943.09 in net assets. SEEBX expense ratio is 1.61%, holding 409 positions across various sectors. Inception date: 2017-12-14.

SEEBX performance shows a YTD return of 7.09%. The 1-year return is 18.32% and the 5-year return is 9.39%. SEEBX dividend yield stands at 1.55%, paid annually.

SEEBX top holdings include a diversified portfolio. Go to all SEEBX holdings, SEEBX sectors, or SEEBX dividends.

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