Steward Large Cap Fund Quote

SEECX Fund  USD 38.77  0.19  0.49%   

Performance

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Odds Of Distress

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Steward Large is trading at 38.77 as of the 26th of September 2025; that is 0.49 percent down since the beginning of the trading day. The fund's open price was 38.96. Steward Large has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 3rd of June 2024 and ending today, the 26th of September 2025. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its assets in the securities of large-cap companies included in the funds benchmark index that pass the funds values-based screens. Large-cap companies are defined by the market capitalization range of the funds benchmark index, the SP 500 Index, from time to time.. More on Steward Large Cap

Moving together with Steward Mutual Fund

  0.9SSMOX Steward Small MidPairCorr
  0.89SCECX Steward Small MidPairCorr
  0.95SCJAX Steward Ered CallPairCorr
  0.96SCJCX Steward Ered CallPairCorr
  0.96SCJIX Steward Ered CallPairCorr

Moving against Steward Mutual Fund

  0.55SMNAX Steward Equity MarketPairCorr

Steward Mutual Fund Highlights

Fund ConcentrationCrossmark Steward Funds, Large Blend Funds, Large Blend, Crossmark Steward Funds (View all Sectors)
Update Date30th of September 2025
Expense Ratio Date28th of August 2022
Fiscal Year EndApril
Steward Large Cap [SEECX] is traded in USA and was established 26th of September 2025. Steward Large is listed under Crossmark Steward Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Crossmark Steward Funds family. This fund at this time has accumulated 221.82 M in assets with no minimum investment requirementsSteward Large Cap is currently producing year-to-date (YTD) return of 9.52% with the current yeild of 0.01%, while the total return for the last 3 years was 18.11%.
Check Steward Large Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Steward Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Steward Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Steward Large Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Steward Large Cap Mutual Fund Constituents

ADBEAdobe Systems IncorporatedStockInformation Technology
UNHUnitedHealth Group IncorporatedStockHealth Care
MSFTMicrosoftStockInformation Technology
WFCWells FargoStockFinancials
VZVerizon CommunicationsStockCommunication Services
VVisa Class AStockFinancials
TSLATesla IncStockConsumer Discretionary
PYPLPayPal HoldingsStockFinancials
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Steward Large Cap Risk Profiles

Steward Large Against Markets

Other Information on Investing in Steward Mutual Fund

Steward Large financial ratios help investors to determine whether Steward Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Steward with respect to the benefits of owning Steward Large security.
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