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 Large 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 17.54% in the past year, including dividends. Since the fund's
inception, the average annual return has been 16.14%.
