Crossmark Steward Funds Fund Family Report
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  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return-2.4912.2017.41-7.3912.55
    Category Average-1.289.3917.47-8.1612.79
    Assets for Each Yr*0.951.001.221.171.29
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 12.55 8.15 5.70

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,287 mil $1,000 0.06 99.94
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.8 49.96 0.39 Very Low
    International Stock 3.6 35.25 0.70 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond 1.9 12.48 0.40 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Crossmark Steward Sm John R. Wolf 10.40
    Crossmark Steward Lr John R. Wolf 8.40
    Crossmark Steward In John R. Wolf 8.00
    Crossmark Steward Gl John R. Wolf 6.30
    Crossmark Steward Se Victoria L. Fernande 5.70

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Crossmark Steward Co Paul C. Townsen 1.80
    Crossmark Steward Se Victoria L. Fernande 5.70
    Crossmark Steward Gl John R. Wolf 6.30
    Crossmark Steward In John R. Wolf 8.00
    Crossmark Steward Lr John R. Wolf 8.40