SMNIX Mutual Fund

SMNIX Mutual Fund (Steward Equity Market Neutral Fund Institutional Class) is managed by Crossmark Steward Funds with $116.7M in net assets. SMNIX expense ratio is 2.50%, holding 243 positions across sectors including Industrials, Energy, Information Technology. Inception date: 2021-11-15.

SMNIX performance shows a YTD return of 16.03%. The 1-year return is 18.80%. SMNIX dividend yield stands at 2.20%, paid annually.

SMNIX top holdings include Cash (99.5%), Northern Institutional Treasury Portfolio (6.3%), Hollyfrontier (1.0%), Fortinet Inc (1.0%), Cardinal Health (1.0%). Go to all SMNIX holdings, SMNIX sectors, or SMNIX dividends.

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