Advertisement
Skip to Content

Steward Large Cap Core Instl SJCIX

Quantitative rating as of
  • NAV / 1-Day Return 21.49  /  0.28 %
  • Total Assets 77.9 Mil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.96%
  • Turnover 35%

Morningstar’s Analysis SJCIX

Will SJCIX outperform in future?

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

Summary

|

Weakness in Crossmark Steward Large Cap Core Instl's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Unlock our full analysis with Morningstar Investor