Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Crossmark Mutual Funds
View all of Crossmark’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Crossmark Mutual Funds List
1 to 25 of 28 Results
|
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Steward Values Enhanced International Fund Class Institutional | SNTCX | Foreign Large Blend | 15.38% | 14 | 0.750% | Below Average | Institutional | $100,000 | ||
| Steward Values Enhanced International Fund Class A | SNTKX | Foreign Large Blend | 15.19% | 16 | 1.020% | Below Average | Front Load | $1,000 | ||
| Steward Values Enhanced International Fund Class R6 | SNTFX | Foreign Large Blend | 15.48% | 13 | 0.660% | Below Average | Retirement, Large | $0 | ||
| Steward Large Cap Value Fund Class A | SJVAX | Large Value | 15.62% | 29 | 1.000% | Average | Front Load | $1,000 | ||
| Crossmark Steward Global Equity Income Fund Class Institutional | SGISX | Global Large-Stock Value | 14.25% | 26 | 0.990% | Above Average | Institutional | $100,000 | ||
| Crossmark Steward Global Equity Income Fund Class A | SGIDX | Global Large-Stock Value | 14.06% | 29 | 1.240% | Above Average | Front Load | $1,000 | ||
| Steward Large Cap Value Fund Institutional Class | SJVIX | Large Value | 15.80% | 28 | 0.750% | Above Average | Institutional | $100,000 | ||
| Steward Values-Focused Large Cap Enhanced Fund Instl | SEECX | Large Blend | 13.22% | 46 | 0.580% | Below Average | Institutional | $100,000 | ||
| Steward Values-Focused Small-Mid Cap Enhanced Fund R6 | SSMOX | Small Blend | 12.68% | 68 | 0.490% | Low | Retirement, Large | $0 | ||
| Steward Covered Call Income Fund Class A | SCJAX | Derivative Income | 6.16% | 64 | 1.250% | Below Average | Front Load | $1,000 | ||
| Steward Values-Focused Small-Mid Cap Enhanced Fund Instl | SCECX | Small Blend | 12.62% | 69 | 0.610% | Low | Institutional | $100,000 | ||
| Steward Values-Focused Large Cap Enhanced Fund R6 | SEEHX | Large Blend | 13.29% | 45 | 0.470% | Below Average | Retirement, Large | $0 | ||
| Steward Covered Call Income Fund Class C | SCJCX | Derivative Income | 5.60% | 66 | 2.000% | Average | Level Load | $1,000 | ||
| Steward Large Cap Growth Fund Institutional Class | SJGIX | Large Growth | 16.54% | 21 | 0.750% | Above Average | Institutional | $100,000 | ||
| Crossmark Steward Global Equity Income Fund Class R6 | SGIGX | Global Large-Stock Value | 14.38% | 24 | 0.870% | Above Average | Retirement, Large | $0 | ||
| Steward Large Cap Core Fund Class A | SJCAX | Large Blend | 15.08% | 17 | 1.000% | Average | Front Load | $1,000 | ||
| Steward Select Bond Fund Class Institutional | SEACX | Intermediate Core Bond | −3.29% | 74 | 0.690% | High | Institutional | $100,000 | ||
| Steward Large Cap Core Fund Institutional Class | SJCIX | Large Blend | 15.30% | 16 | 0.750% | Above Average | Institutional | $100,000 | ||
| Steward Large Cap Growth Fund Class A | SJGAX | Large Growth | 16.30% | 22 | 1.000% | Average | Front Load | $1,000 | ||
| Steward Covered Call Income Fund Institutional Class | SCJIX | Derivative Income | 6.32% | 64 | 1.000% | Below Average | Institutional | $100,000 | ||
| Steward Values-Focused Large Cap Enhanced Fund A | SEEKX | Large Blend | 12.99% | 49 | 0.830% | Low | Front Load | $1,000 | ||
| Steward Large Cap Core Fund Class R6 | SJCRX | Large Blend | 15.32% | 16 | 0.750% | High | Retirement, Large | $0 | ||
| Steward Covered Call Income Fund Class R6 | SCJKX | Derivative Income | 5.63% | 66 | 1.000% | Above Average | Retirement, Large | $0 | ||
| Steward Values-Focused Small-Mid Cap Enhanced Fund A | TRDFX | Small Blend | 12.40% | 70 | 0.810% | Low | Front Load | $1,000 | ||
| Steward Select Bond Fund Class A | SEAKX | Intermediate Core Bond | −3.50% | 86 | 0.950% | High | Front Load | $1,000 |
Crossmark Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States