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Morningstar

Steward Large Cap Core I SJCIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Crossmark Investment Hub

Morningstar’s Analysis SJCIX

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

  • People Pillar

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

Weakness in Steward Large Cap Core I's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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