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Steward Large Cap Value Instl SJVIX

Quantitative rating as of
  • NAV / 1-Day Return 23.52  /  0.08 %
  • Total Assets 63.2 Mil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.72%
  • Turnover 62%

Morningstar’s Analysis SJVIX

Will SJVIX outperform in future?

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

Summary

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Weakness in Crossmark Steward Large Cap Value 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.

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