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Steward Small Cap Growth Instl SKGIX

Quantitative rating as of
  • NAV / 1-Day Return 17.53  /  0.40 %
  • Total Assets 25.6 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 25%

Morningstar’s Analysis SKGIX

Will SKGIX 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 Small 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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