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Morningstar

Steward Large Cap Value Instl SJVIX

Morningstar Analyst Rating
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%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 10:56 PM GMT+00:00

Morningstar’s Analysis SJVIX

Will SJVIX 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 SJVIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SJVIX 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 SJVIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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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