SJVIX Mutual Fund

SJVIX Mutual Fund (Steward Large Cap Value Fund Institutional Class) is managed by Crossmark Steward Funds with $153.5M in net assets. SJVIX expense ratio is 0.75%, holding 93 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2021-11-15.

SJVIX performance shows a YTD return of 16.71%. The 1-year return is 28.61%. SJVIX dividend yield stands at 5.87%, paid annually.

SJVIX 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 SJVIX holdings, SJVIX sectors, or SJVIX dividends.

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