SJVCX Mutual Fund

SJVCX Mutual Fund

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Fund Essentials

Net Assets
-
Expense Ratio
1.75%
Dividend Yield (Current)
-
Holdings
93
Inception Date
Dec 7, 2021
Fund Family
Crossmark Steward Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

Asset Allocation

Stocks: 99.55%
Cash: 0.46%
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Peer Comparison

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

SJVCX Mutual Fund Overview

SJVCX Mutual Fund (Steward Large Cap Value Fund Class C) is managed by Crossmark Steward Funds. SJVCX expense ratio is 1.75%, holding 93 positions across various sectors. Inception date: 2021-12-07.

SJVCX performance shows data across multiple time periods..

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

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