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Morningstar

Steward ValFcs LrgCp EnhIdxIns SEECX

Morningstar Analyst Rating
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%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 12:52 AM GMT+00:00

Morningstar’s Analysis SEECX

Will SEECX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SEECX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SEECX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of SEECX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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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