SKGAX Mutual Fund

SKGAX Mutual Fund

NAV$19.80
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Fund Essentials

Net Assets
$14,995.09
Expense Ratio
1.25%
Dividend Yield (Current)
-
Holdings
97
Inception Date
Nov 15, 2021
Fund Family
Crossmark Steward Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+7.02%
1 Year+10.01%

Asset Allocation

Stocks: 98.05%
Cash: 1.95%

Top Holdings

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Peer Comparison

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

SKGAX Mutual Fund (Steward Small Cap Growth Fund Class A) is managed by Crossmark Steward Funds with $14,995.09 in net assets. SKGAX expense ratio is 1.25%, holding 97 positions across various sectors. Inception date: 2021-11-15.

SKGAX performance shows a YTD return of 7.02%. The 1-year return is 10.01%.

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

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