Morningstar

Crossmark Mutual Funds

View all of Crossmark’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Crossmark Funds List

Share Class Type

1 to 25 of 27 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Steward Covered Call Income ASCJAXDerivative Income13.99%351.250%Below AverageFront Load$1,000
Steward Covered Call Income CSCJCXDerivative Income13.24%452.000%Below AverageLevel Load$1,000
Steward Covered Call Income ISCJIXDerivative Income14.05%351.000%LowInstitutional$100,000
Steward Global Equity Income Fund ASGIDXGlobal Large-Stock Value12.69%661.270%Above AverageFront Load$1,000
Steward Global Equity Income Fund ISGISXGlobal Large-Stock Value12.92%651.010%HighInstitutional$100,000
Steward Global Equity Income Fund R6SGIGXGlobal Large-Stock Value12.99%650.900%Above AverageRetirement, Large$0
Steward International Enhanced Index ASNTKXForeign Large Blend14.69%121.040%LowFront Load$1,000
Steward International Enhanced Index ISNTCXForeign Large Blend14.98%100.780%Below AverageInstitutional$100,000
Steward International Enhanced Index R6SNTFXForeign Large Blend15.04%90.660%Below AverageRetirement, Large$0
Steward Select Bond ISEACXIntermediate Core Bond3.21%880.740%HighInstitutional$100,000
Steward Values Enhanced Lg Cap Index ISEECXLarge Blend20.49%440.610%Below AverageInstitutional$100,000
Steward Values Enhanced SmMidCapIndex ATRDFXSmall Blend10.01%510.830%LowFront Load$1,000
Steward Values Enhanced SmMidCapIndex ISCECXSmall Blend10.20%470.640%LowInstitutional$100,000
Steward Values Enhanced SmMidCapIndex R6SSMOXSmall Blend10.33%450.530%LowRetirement, Large$0
Steward Global Equity Income Fund CSGIFXGlobal Large-Stock Value12.06%722.030%HighLevel Load$1,000
Steward Select Bond ASEAKXIntermediate Core Bond3.08%900.960%HighFront Load$1,000
Steward Values Enhanced Lg Cap Index ASEEKXLarge Blend20.27%490.860%Below AverageFront Load$1,000
Steward Values Enhanced Lg Cap Index R6SEEHXLarge Blend20.59%430.510%Below AverageRetirement, Large$0
Steward Equity Market Neutral ASMNAXEquity Market Neutral—7.73%651.750%Above AverageFront Load$1,000
Steward Equity Market Neutral ISMNIXEquity Market Neutral—8.02%631.540%HighInstitutional$100,000
Steward Large Cap Core ASJCAXLarge Blend—18.21%691.000%AverageFront Load$1,000
Steward Large Cap Core ISJCIXLarge Blend—18.44%660.750%Above AverageInstitutional$100,000
Steward Large Cap Core R6SJCRXLarge Blend———0.750%HighRetirement, Large$0
Steward Large Cap Growth ASJGAXLarge Growth—23.36%471.000%AverageFront Load$1,000
Steward Large Cap Growth ISJGIXLarge Growth—23.62%450.750%Above AverageInstitutional$100,000

Crossmark Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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