About SJVAX
Steward Large Cap Value Fund Class A is an open-end mutual fund managed by Crossmark Global Investments. Its primary objective is long-term capital appreciation through investments in value stocks of large-cap companies, typically those included in the Russell 1000 Value Index. The fund emphasizes a diversified approach, spreading assets across a variety of sectors within the U.S. equity market. Notably, it operates under a values-based screening policy, excluding companies involved in industries such as alcohol, tobacco, gambling, abortion services, stem cell research, adult entertainment, and recreational cannabis. While at least 80% of assets are allocated to large-cap firms, the fund may also invest in select small- and mid-cap companies, other investment funds, and real estate investment trusts. Steward Large Cap Value Fund Class A is distinguished by its rigorous fundamental and quantitative portfolio selection, as well as its alignment with ethical investment principles, making it significant for investors seeking value exposure with specific social criteria in the large-cap segment of the U.S. equity market.
Fund Family Crossmark Steward Funds
Category Large Value
Performance Rating Above Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol SJVAX
Share Class Class A
Index Russell 1000 Value TR
SJVAX had a total return of 25.96% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.30%.
