SJVAX Mutual Fund

SJVAX Mutual Fund (Steward Large Cap Value Fund Class A) is managed by Crossmark Steward Funds with $2.5M in net assets. SJVAX expense ratio is 1.00%, holding 93 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2021-11-15.

SJVAX performance shows a YTD return of 16.56%. The 1-year return is 28.31%. SJVAX dividend yield stands at 5.71%, paid annually.

SJVAX top holdings include Alphabet Inc Common Stock USD 0.001 (4.8%), Jpmorgan Chase (2.6%), Bank of America Corp.: Financials (2.1%), Cisco Systems Inc. - Ordinary Shares (2.0%), International Business Machines Corp. (1.9%). Go to all SJVAX holdings, SJVAX sectors, or SJVAX dividends.

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