Steward Large Cap Growth Fund Institutional Class
SJGIX
NASDAQ
| Weiss Ratings | SJGIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | SJGIX-NASDAQ | Click to Compare |
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| Provider | Crossmark Steward Funds | |||
| Manager/Tenure (Years) | Ryan Caylor (4), Robert C. Doll (4) | |||
| Website | http://https://www.crossmarkglobal.com/stewardfunds/ | |||
| Fund Information | SJGIX-NASDAQ | Click to Compare |
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| Fund Name | Steward Large Cap Growth Fund Institutional Class | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Nov 15, 2021 | |||
| 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 | SJGIX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | SJGIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.47% | |||
| Asset Allocation | SJGIX-NASDAQ | Click to Compare |
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| Cash | 0.17% | |||
| Stock | 99.83% | |||
| U.S. Stock | 97.86% | |||
| Non-U.S. Stock | 1.97% | |||
| 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 | SJGIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -3.49% | |||
| 30-Day Total Return | -5.13% | |||
| 60-Day Total Return | -3.63% | |||
| 90-Day Total Return | -3.22% | |||
| Year to Date Total Return | 10.55% | |||
| 1-Year Total Return | 10.97% | |||
| 2-Year Total Return | 28.67% | |||
| 3-Year Total Return | 76.61% | |||
| 5-Year Total Return | -- | |||
| Price | SJGIX-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 | SJGIX-NASDAQ | Click to Compare |
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| Nav | -- | |||
| 1-Month Low NAV | $34.52 | |||
| 1-Month High NAV | $37.14 | |||
| 52-Week Low NAV | $28.10 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $37.14 | |||
| 52-Week High Price (Date) | Oct 06, 2026 | |||
| Beta / Standard Deviation | SJGIX-NASDAQ | Click to Compare |
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| Beta | 1.15 | |||
| Standard Deviation | 15.04 | |||
| Balance Sheet | SJGIX-NASDAQ | Click to Compare |
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| Total Assets | 267.38M | |||
| Operating Ratios | SJGIX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.75% | |||
| Turnover Ratio | 106.00% | |||
| Performance | SJGIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 16.19% | |||
| Last Bear Market Total Return | -17.96% | |||