Steward Large is trading at 32.67 as of the 5th of July 2025; that is 1.24 percent up since the beginning of the trading day. The fund's open price was 32.27. Steward Large has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 5th of June 2025 and ending today, the 5th of July 2025. Click here to learn more.
The funds principal investment strategy is to invest in a portfolio of large-cap growth securities, subject to the limitations of the funds values-based screening policies. Under normal market conditions, it invests at least 80 percent of its assets in securities of large-cap companies. More on Steward Large Cap
Steward Large Cap [SJGIX] is traded in USA and was established 5th of July 2025. Steward Large is listed under Crossmark Steward Funds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Crossmark Steward Funds family. Steward Large Cap at this time has accumulated 93.36 M in assets with minimum initial investment of 100 K. with the current yeild of 0.0%.
Check Steward Large Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Steward Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Steward Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Steward Large Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Steward Mutual Fund
Steward Large financial ratios help investors to determine whether Steward Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Steward with respect to the benefits of owning Steward Large security.