Morningstar

Steward Large Cap Core R6 SJCRX

Morningstar Medalist Rating
Medalist Rating as of | See Crossmark Investment Hub
  • NAV / 1-Day Return 29.45  /  +1.17 %
  • Total Assets 139.1 Mil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Large Blend
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield —
  • Turnover 98%

USD | NAV as of Oct 05, 2024 | 1-Day Return as of Oct 05, 2024, 12:53 AM GMT+0

Morningstar’s Analysis SJCRX

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Steward Large Cap Core R6 to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

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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Portfolio Holdings SJCRX

More SJCRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Microsoft Corp

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Technology

NVIDIA Corp

4.52 6.2 Mil
Technology

Alphabet Inc Class A

2.50 3.4 Mil
Communication Services

Amazon.com Inc

2.21 3.0 Mil
Consumer Cyclical

Visa Inc Class A

1.81 2.5 Mil
Financial Services

Mastercard Inc Class A

1.76 2.4 Mil
Financial Services

Bank of America Corp

1.57 2.2 Mil
Financial Services

Coca-Cola Co

1.48 2.0 Mil
Consumer Defensive

Progressive Corp

1.47 2.0 Mil
Financial Services

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