Steward Values-Focused Small-Mid Cap Enhanced Fund Instl
SCECX
NASDAQ
| Weiss Ratings | SCECX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | SCECX-NASDAQ | Click to Compare |
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| Provider | Crossmark Steward Funds | |||
| Manager/Tenure (Years) | Rob Botard, CFA (3), Andrew Cullivan (2) | |||
| Website | http://https://www.crossmarkglobal.com/stewardfunds/ | |||
| Fund Information | SCECX-NASDAQ | Click to Compare |
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| Fund Name | Steward Values-Focused Small-Mid Cap Enhanced Fund Instl | |||
| Category | Small Blend | |||
| Sub-Category | US Equity Small Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Apr 03, 2006 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 100,000.00 | |||
| Minimum Subsequent Investment | 1,000.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | SCECX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.67% | |||
| Dividend | SCECX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.35% | |||
| Asset Allocation | SCECX-NASDAQ | Click to Compare |
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| Cash | 0.23% | |||
| Stock | 99.77% | |||
| U.S. Stock | 98.23% | |||
| Non-U.S. Stock | 1.54% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | SCECX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.74% | |||
| 30-Day Total Return | -5.00% | |||
| 60-Day Total Return | -3.03% | |||
| 90-Day Total Return | -3.57% | |||
| Year to Date Total Return | 12.14% | |||
| 1-Year Total Return | 13.10% | |||
| 2-Year Total Return | 18.39% | |||
| 3-Year Total Return | 44.80% | |||
| 5-Year Total Return | 38.03% | |||
| Price | SCECX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | SCECX-NASDAQ | Click to Compare |
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| Nav | $14.04 | |||
| 1-Month Low NAV | $14.03 | |||
| 1-Month High NAV | $14.78 | |||
| 52-Week Low NAV | $12.50 | |||
| 52-Week Low NAV (Date) | Mar 20, 2026 | |||
| 52-Week High NAV | $15.09 | |||
| 52-Week High Price (Date) | Aug 14, 2026 | |||
| Beta / Standard Deviation | SCECX-NASDAQ | Click to Compare |
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| Beta | 1.06 | |||
| Standard Deviation | 16.74 | |||
| Balance Sheet | SCECX-NASDAQ | Click to Compare |
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| Total Assets | 205.54M | |||
| Operating Ratios | SCECX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.61% | |||
| Turnover Ratio | 27.00% | |||
| Performance | SCECX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 27.77% | |||
| Last Bear Market Total Return | -15.23% | |||