SJCRX – Steward Large Cap Core R6 Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. The fund’s principal investment strategy is to invest in a portfolio of large-cap equity securities, subject to the limitations of the fund’s values-based screening policies. Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of large-cap companies. The fund may invest a portion of its assets in small- and mid-cap companies.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SJCIX	Steward Large Cap Core Fund Institutional Class	Institutional	Open			Nov 15, 2021	$179.87M	0.750%	Above Average	$100,000	−$13.00M
SJCAX	Steward Large Cap Core Fund Class A	Front Load	Open			Nov 15, 2021	$5.71M	1.000%	Average	$1,000	$944,592.32
SJCRX	Steward Large Cap Core Fund Class R6	Retirement, Large	Open			Apr 23, 2024	$25.04M	0.750%	High	$0	$7.44M

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