SEEKX Mutual Fund
SEEKX Mutual Fund
SEEKX Mutual Fund
Steward Values Enhanced Large Cap Fund Class A
SEEKX Mutual Fund Overview
SEEKX Mutual Fund (Steward Values Enhanced Large Cap Fund Class A) is managed by Crossmark Steward Funds with $19.2M in net assets. SEEKX expense ratio is 0.86%, holding 406 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2004-10-01.
SEEKX performance shows a YTD return of 9.31%. The 1-year return is 17.52% and the 5-year return is 11.24%. SEEKX dividend yield stands at 3.09%, paid annually.
SEEKX top holdings include Nvidia Corp. (8.0%), Apple, Inc (6.5%), Microsoft Corp (5.4%), Amazon.Com Inc (3.8%), Alphabet Inc. C (3.3%). Go to all SEEKX holdings, SEEKX sectors, or SEEKX dividends.
SEEKX can be compared against other funds. Use SEEKX overlap to find shared positions, or SEEKX vs another fund for a side-by-side view. SEEKX alternatives are available via the screener, along with tax-loss harvesting opportunities.