Steward Funds, Inc. - Steward Covered Call Income Fund (SCJKX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
8.04
+0.05 (0.63%)
At close: Jul 9, 2026
Fund Assets124.45M
Expense Ratio1.00%
Min. Investment$100,000
Turnover101.00%
Dividend (ttm)0.68
Dividend Yield8.43%
Dividend Growthn/a
Payout FrequencyMonthly
Ex-Dividend DateJun 12, 2026
Previous Close7.99
YTD Return2.77%
1-Year Return2.77%
5-Year Return16.93%
52-Week Low7.29
52-Week High8.12
Beta (5Y)0.78
Holdings216
Inception DateDec 14, 2017

About SCJKX

The fund invests in a portfolio of large cap, dividend paying, equity securities that are listed on U.S. exchanges and to write (sell) covered call options on those securities with the overall goal of providing options premium income and lowering volatility of the fund's portfolio when compared to the broader uncovered large cap securities market.

Fund Family Crossmark Steward Funds
Category Derivative Income
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol SCJKX
Share Class Class R6
Index S&P 500 TR

Performance

SCJKX had a total return of 2.77% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.85%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
SCJIXInstitutional Class1.00%
SCJAXClass A1.25%
SCJCXClass C2.00%

Top 10 Holdings

66.89% of assets
NameSymbolWeight
Cash Offsetn/a31.64%
Microsoft CorporationMSFT5.04%
Apple Inc.AAPL4.81%
NVIDIA CorporationNVDA4.71%
Amazon.com, Inc.AMZN4.36%
Alphabet Inc.GOOGL3.84%
Advanced Micro Devices, Inc.AMD3.81%
Broadcom Inc.AVGO3.51%
Alphabet Inc.GOOG2.66%
Meta Platforms, Inc.META2.51%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Jun 12, 2026$0.050Jun 15, 2026
May 15, 2026$0.050May 18, 2026
Apr 17, 2026$0.04564Apr 20, 2026
Mar 13, 2026$0.047Mar 13, 2026
Feb 13, 2026$0.04717Feb 17, 2026
Jan 16, 2026$0.0462Jan 20, 2026
Full Dividend History