About SJGIX
Steward Large Cap Growth Fund Institutional Class is a mutual fund focused on achieving long-term capital appreciation through investments primarily in large-cap growth equities. The fund employs a disciplined approach by targeting companies that fall within the large-cap segment of the market, as defined by the Russell 1000 Growth Index. Notably, its strategy is guided by values-based screening policies, ensuring that investment selections align with specific ethical or values-driven criteria.
The portfolio is diversified across major U.S. growth sectors, with significant allocations to technology, consumer discretionary, and communication services companies. The fund’s holdings are concentrated in well-established industry leaders, including Microsoft, NVIDIA, Apple, Amazon, and Alphabet, which together represent a substantial portion of the portfolio’s assets. While its core focus is on large-cap firms, the fund maintains some flexibility to invest in small- and mid-cap companies, as well as other investment vehicles such as REITs and investment companies. Steward Large Cap Growth Fund Institutional Class plays a significant role in the market for investors seeking exposure to leading U.S. growth companies while adhering to certain ethical investing standards.
Fund Family Crossmark Steward Funds
Category Multi-Cap Growth
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol SJGIX
Share Class Institutional Class
Index Russell 1000 Growth TR
SJGIX had a total return of 17.15% in the past year, including dividends. Since the fund's
inception, the average annual return has been 16.02%.
