Steward Funds Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return5.90-2.4912.2017.41--
    Category Average4.23-1.019.0917.801.76
    Assets for Each Yr*1.070.951.001.221.22
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 17.41 8.71 10.46

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,223 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.9 50.54 0.69 Very Low
    International Stock 3.0 33.96 0.83 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond 1.9 13.46 0.78 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-18

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 5.93 0.95
    Microsoft Corp* Technology 5.33 0.68
    Facebook Inc A* Technology 1.89 0.61
    Berkshire Hathaway Inc B* Financial Services 7.55 0.61
    JPMorgan Chase & Co* Financial Services 6.43 0.47
    Exxon Mobil Corp* Energy 4.53 0.43
    Bank of America Corporation* Financial Services 6.64 0.42
    Alphabet Inc A* Technology 7.84 0.39
    Alphabet Inc C* Technology 7.97 0.37
    UnitedHealth Group Inc* Healthcare 10.30 0.37
    AT&T Inc* Communication Services -3.16 0.34
    Procter & Gamble Co* Consumer Defensive -1.10 0.33
    Wells Fargo & Co* Financial Services 5.41 0.32
    Applied Materials Inc* Technology 12.28 0.31
    Citigroup Inc* Financial Services 4.00 0.29
    The Home Depot Inc* Consumer Cyclical 4.64 0.28
    Wal-Mart Stores Inc* Consumer Defensive 5.62 0.28
    Walt Disney Co* Consumer Cyclical 2.71 0.27
    PepsiCo Inc* Consumer Defensive -0.73 0.27
    The Priceline Group Inc* Consumer Cyclical 10.87 0.27

    Best 5-Year Relative Performance | More
    01-18-18

    Worst 5-Year Relative Performance | More
    01-18-18

    Lowest Expenses | More
    01-18-18

    Highest Expenses | More
    01-18-18

    Longest Manager Tenure | More
    01-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Steward Small-Mid Ca John R. Wolf 8.80
    Crossmark Steward Gl John R. Wolf 7.80
    Crossmark Steward Lr John R. Wolf 6.80
    Crossmark Steward In John R. Wolf 6.40
    Crossmark Steward Se Victoria L. Fernande 4.00

    Shortest Manager Tenure | More
    01-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Crossmark Steward Se Victoria L. Fernande 4.00
    Crossmark Steward In John R. Wolf 6.40
    Crossmark Steward Lr John R. Wolf 6.80
    Crossmark Steward Gl John R. Wolf 7.80
    Steward Small-Mid Ca John R. Wolf 8.80