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%
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Peer Comparison

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

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. Go to all SKGIX holdings, SKGIX sectors, or SKGIX dividends.

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