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Morningstar

Steward Small Cap Growth Instl SKGIX

Morningstar Analyst Rating
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%

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

Morningstar’s Analysis SKGIX

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

People Pillar

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

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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