About SJCIX
The Steward Large Cap Core Fund Institutional Class is a mutual fund designed to provide long-term capital appreciation by investing in a diversified portfolio of large-cap U.S. equities. Utilizing a blend of growth and value stocks, the fund primarily targets companies within the market capitalization range of the Russell 1000 Index, which serves as its benchmark. Distinctively, the fund employs a values-based screening process, systematically excluding industries such as alcohol, tobacco, gambling, abortion-related businesses, adult entertainment, and recreational cannabis. This approach aligns with specific ethical or faith-based investment criteria while still seeking broad exposure to the U.S. large-cap market.
The investment strategy combines quantitative models, fundamental analysis, and disciplined risk management to build a well-diversified portfolio. Under normal market conditions, at least 80% of the fund’s assets are allocated to large-cap companies, though it may also invest in select small- and mid-cap names, as well as real estate investment trusts and other investment companies. With a "large blend" Morningstar category designation, the fund offers investors access to the foundational sectors of the U.S. economy while upholding distinctive ethical screens, making it notable among values-focused large-cap core offerings.
Fund Family Crossmark Steward Funds
Category Large Blend
Stock Exchange NASDAQ
Ticker Symbol SJCIX
Share Class Institutional Class
SJCIX had a total return of 8.42% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.66%.
