SKGIX Mutual Fund

SKGIX Mutual Fund

NAV$19.94
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Fund Essentials

Net Assets
$4M
Expense Ratio
1.00%
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+7.21%
1 Year+10.31%

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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SKGIX Mutual Fund Overview

SKGIX Mutual Fund (Steward Small Cap Growth Fund Institutional Class) is managed by Crossmark Steward Funds with $3.9M in net assets. SKGIX expense ratio is 1.00%, holding 97 positions across various sectors. Inception date: 2021-11-15.

SKGIX performance shows a YTD return of 7.21%. The 1-year return is 10.31%.

SKGIX top holdings include a diversified portfolio. View all SKGIX holdings, sector breakdown, or dividend history.

SKGIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SKGIX alternatives are available via the screener, along with tax-loss harvesting opportunities.