About SEACX
Steward Select Bond Fund Class Institutional is a diversified mutual fund that primarily targets fixed-income investments. The fund's main objective is to provide high current income alongside the potential for capital appreciation by investing predominantly in a wide array of fixed-income securities, including corporate bonds, mortgage-backed securities, and government or agency bonds and notes. It employs a values-based screening policy, ensuring that its investment choices align with certain ethical or socially responsible criteria. While its core holdings are investment-grade U.S. debt instruments, the fund may also allocate assets to U.S. dollar-denominated securities issued by foreign banks and corporations, as well as municipal bonds and select preferred stock. Steward Select Bond Fund Class Institutional is classified within the intermediate-term core bond category, meaning it aims for interest-rate sensitivity and risk in line with the Morningstar Core Bond Index. Managed since 2014 by Victoria Fernandez, this fund serves investors seeking stability, steady income, and risk-adjusted returns within the broader fixed-income segment of the financial markets.
Fund Family Crossmark Steward Funds
Category Intermediate Core Bond
Performance Rating Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol SEACX
Share Class Institutional Class
Index Bloomberg U.S. Government/Credit Bond TR
SEACX had a total return of 3.89% in the past year, including dividends. Since the fund's
inception, the average annual return has been 2.29%.
