Nasdaq - Delayed Quote USD

Steward Funds Inc. - Steward Large Cap Growth Fund (SJGAX)

29.33
+0.02
+(0.07%)
At close: May 9 at 8:02:13 PM EDT
Loading Chart for SJGAX
  • Previous Close 29.31
  • YTD Return -8.49%
  • Expense Ratio 1.00%
  • Category Large Growth
  • Last Cap Gain 12.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 180.62M
  • Beta (5Y Monthly) 1.10
  • Yield 0.10%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend 0.03
  • Inception Date Nov 15, 2021

The fund’s principal investment strategy is to invest in a portfolio of large-cap growth securities, subject to the limitations of the fund’s values-based screening policies. Under normal market conditions, it invests at least 80% of its assets in securities of large-cap companies. The fund may invest a portion of its assets in small- and mid-cap companies. It may also invest in other investment companies and real estate investment trusts.

Crossmark Steward Funds

Fund Family

Large Growth

Fund Category

180.62M

Net Assets

2021-11-15

Inception Date

Performance Overview: SJGAX

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Trailing returns as of 5/6/2025. Category is Large Growth.

YTD Return

SJGAX
8.49%
Category
12.38%
 

1-Year Return

SJGAX
12.91%
Category
41.70%
 

3-Year Return

SJGAX
13.67%
Category
22.56%
 

5-Year Return

SJGAX
0.00%
Category
21.98%
 

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Holdings: SJGAX

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Sector Weightings

SectorSJGAX
Technology   43.15%
Healthcare   6.93%
Real Estate   5.25%
Industrials   2.57%
Utilities   0.00%
Energy   0.00%

Recent News: SJGAX

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Research Reports: SJGAX

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