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Steward Large Cap Growth Instl SJGIX

Quantitative rating as of
  • NAV / 1-Day Return 19.98  /  0.50 %
  • Total Assets 69.5 Mil
  • Adj. Expense Ratio
  • Expense Ratio 0.750%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.41%
  • Turnover 37%

Morningstar’s Analysis SJGIX

Will SJGIX outperform in future?

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



Weakness in Crossmark Steward Large Cap Growth Instl'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-cheapest fee quintile among peers.

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