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Steward ValFcs LrgCp EnhIdxIns SEECX

Quantitative rating as of | See Crossmark Investment Hub
  • NAV / 1-Day Return 27.22  /  1.53 %
  • Total Assets 213.0 Mil
  • Adj. Expense Ratio
    0.580%
  • Expense Ratio 0.580%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.14%
  • Turnover 35%

Morningstar’s Analysis SEECX

Will SEECX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Weakness in Steward ValFcs LrgCp EnhIdxIns's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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