About SJGAX
Steward Large Cap Growth Fund Class A is an open-end mutual fund managed by Crossmark Global Investments, designed to deliver long-term capital appreciation. The fund primarily invests in a diversified portfolio of large-cap U.S. growth stocks, selecting companies with significant growth potential across various sectors. Notably, the fund employs a rigorous values-based screening process, excluding companies that operate in industries such as alcohol, tobacco, gambling, abortion-related services, embryonic stem cell research, adult entertainment, and recreational cannabis. This dual approach integrates both exclusionary and inclusionary screens, combining third-party research with proprietary analysis to shape the investable universe.
The investment process leverages a blend of quantitative models, fundamental analysis, and risk management, leading to a portfolio typically holding 80 to 100 stocks. Portfolio management focuses on companies ranked highly by multi-factor quantitative analysis while also considering qualitative, top-down and bottom-up market assessments. With a benchmark against the Russell 1000 Growth Index, Steward Large Cap Growth Fund Class A aims to meet the financial objectives of investors seeking growth exposure within a disciplined, values-conscious framework.
Fund Family Crossmark Steward Funds
Category Multi-Cap Growth
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol SJGAX
Share Class Class A
Index Russell 1000 Growth TR
SJGAX had a total return of 17.88% in the past year, including dividends. Since the fund's
inception, the average annual return has been 15.83%.
