SSMOX Mutual Fund

SSMOX Mutual Fund (Steward Values Enhanced Small-Mid Cap Fund Class R6) is managed by Crossmark Steward Funds with $5.4M in net assets. SSMOX expense ratio is 0.53%, holding 842 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2017-12-14.

SSMOX performance shows a YTD return of 14.58%. The 1-year return is 23.83% and the 5-year return is 7.44%. SSMOX dividend yield stands at 8.94%, paid annually.

SSMOX top holdings include Rb Global, Inc (0.5%), Flex Ltd (0.5%), Borgwarner Inc. (0.4%), Cnh Industrial Nv (0.4%), Alcoa Corp (0.4%). Go to all SSMOX holdings, SSMOX sectors, or SSMOX dividends.

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