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
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol SJCIX
Share Class Institutional Class
Index Russell 1000 TR USD
SJCIX had a total return of 21.27% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.04%.
