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.
- NAV / 1-Day Return 23.52 / 0.08 %
- Total Assets 63.2 Mil
Adj. Expense Ratio
- 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.