SJGIX Mutual Fund

SJGIX Mutual Fund (Steward Large Cap Growth Fund Institutional Class) is managed by Crossmark Steward Funds with $272.0M in net assets. SJGIX expense ratio is 0.75%, holding 73 positions across sectors including Information Technology, Consumer Discretionary, Communication Services. Inception date: 2021-11-15.

SJGIX performance shows a YTD return of 10.62%. The 1-year return is 14.46%. SJGIX dividend yield stands at 7.81%, paid annually.

SJGIX top holdings include Nvidia Corp. (11.5%), Apple, Inc (8.7%), Alphabet Inc Common Stock USD 0.001 (5.0%), Microsoft Corp (4.6%), Broadcom Inc (3.8%). Go to all SJGIX holdings, SJGIX sectors, or SJGIX dividends.

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