SJVAX – Steward Large Cap Value A 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 value securities, subject to the limitations of the fund’s values-based screening policies. Under normal circumstances, it invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of large-cap value companies. The fund may invest a portion of its assets in small- and mid‑cap companies. It may also invest in other investment companies and real estate investment trusts.

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
SJVIX	Steward Large Cap Value Fund Institutional Class	Institutional	Open			Nov 15, 2021	$147.68M	0.750%	Above Average	$100,000	$23.48M
SJVAX	Steward Large Cap Value Fund Class A	Front Load	Open			Nov 15, 2021	$2.27M	1.000%	Average	$1,000	$475,222.75

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