SJVRX Mutual Fund

SJVRX Mutual Fund

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Fund Essentials

Net Assets
-
Expense Ratio
0.75%
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

SJVRX Mutual Fund Overview

SJVRX Mutual Fund (Steward Large Cap Value Fund Class R6) is managed by Crossmark Steward Funds. SJVRX expense ratio is 0.75%, holding 93 positions across various sectors. Inception date: 2021-12-07.

SJVRX performance shows data across multiple time periods..

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

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