The investment seeks dividend income and options premium income, with the potential for capital appreciation and less volatility than the broad equity market. The fund invests in a portfolio of large cap, dividend paying, equity securities that are listed on U.S. exchanges and to write (sell) covered call options on those securities with the overall goal of providing options premium income and lowering volatility of the fund's portfolio when compared to the broader uncovered large cap securities market.

Nasdaq

SCJIX

The investment seeks to provide high current income with capital appreciation. The fund invests primarily in fixed income securities, including, but not limited to, corporate bonds, mortgage-backed securities and government and agency bonds and notes. The fund's investments may include U.S. dollar-denominated instruments issued in the U.S. by foreign banks and branches and foreign corporations. Normally, the fund will invest at least 80% (measured at the time of investment) of the value of its net assets, plus the amount of any borrowings for investment purposes, either directly or through other investment companies, in these types of instruments.

SEACX

Under normal circumstances, the fund will invest at least 80% of its assets in the securities of large-cap companies included in the fund’s benchmark index that pass the fund’s values-based screens. The companies included in the benchmark index represent a broad spectrum of the U.S. economy and are generally U.S. issuers. Its investments may also include other investment companies and real estate investment trusts.

SEECX

The investment seeks current income along with growth of capital. The fund invests in U.S. and non-U.S. dividend-paying stocks that have demonstrated above-median yield and a positive trend in dividend payouts and favorable earnings growth. It invests primarily in common stocks of companies that represent a broad spectrum of the global economy and a range of market capitalizations, including large-cap, mid-cap and small-cap. The fund will generally seek to have 30% to 50% of its net assets, and, under normal market conditions, no less than 30% of its net assets, invested in securities of non-U.S. issuers.

SGISX

The fund's principal investment strategy is to invest in a portfolio of large-cap equity securities, subject to the limitations of the fund’s values-based screening policies. Under normal market conditions, it invests at least 80% of its assets in securities of large-cap companies.

SJCIX

The fund primarily focuses on large-cap growth securities, with at least 80% of its assets invested in large-cap companies. It may also allocate some assets to small- and mid-cap companies, as well as other investment vehicles like real estate investment trusts.

SJGIX

The Mutual Fund primarily focuses on investing in large-cap value securities that align with its values-based screening policies, with a potential to also invest in small- and mid-cap companies, as well as other investment vehicles like real estate investment trusts.

SJVIX

The investment seeks long term capital appreciation. The advisor pursues its objective by seeking to enhance its performance over that of its primary benchmark index by 1) changing the relative weighting in the fund's portfolio of equity securities of developed market companies and of emerging market companies, and 2) utilizing computer-aided, quantitative analysis of valuation, growth, dividend yield, industry and other factors to attempt to compensate for the exclusion of certain index securities due to the fund's values-based screening policies. It invests at least 80% of its assets in the securities of companies included in its primary benchmark.

SNTCX

Under normal circumstances, the fund will invest at least 80% of its assets in the securities of small- to mid-cap companies included in the fund’s benchmark index that pass the fund’s values-based screens. The companies included in the benchmark index represent a broad spectrum of the U.S. economy and are generally U.S. issuers. Its investments may also include other investment companies and real estate investment trusts.

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
SCJIX	Crossmark Steward Covered Call Income Fund	Derivative Income	Dec 13, 2017	1.00%	-4.56%	—	10.38%	32
SEACX	Crossmark Steward Select Bond Fund	Short-Term Bond	Oct 1, 2004	0.72%	-0.41%	1.18%	3.35%	38
SEECX	Crossmark Steward Values-Focused Large Cap Enhance...	Large Cap Blend Equities	Oct 1, 2004	0.58%	-4.02%	12.60%	3.76%	43
SGISX	Crossmark Steward Global Equity Income Fund	Global Equities	Apr 2, 2008	0.99%	-0.61%	10.38%	6.41%	45
SJCIX	Crossmark Steward Large Cap Core Fund	Large Cap Blend Equities	Nov 14, 2021	0.75%	-4.23%	—	6.77%	24
SJGIX	Crossmark Steward Large Cap Growth Fund	Large Cap Growth Equities	Nov 14, 2021	0.75%	-7.38%	—	9.33%	23
SJVIX	Crossmark Steward Large Cap Value Fund	Large Cap Value Equities	Nov 14, 2021	0.75%	-1.83%	—	7.03%	24
SNTCX	Crossmark Steward International Enhanced Index Fun...	Foreign Large Cap Equities	Feb 28, 2006	0.76%	1.98%	9.45%	7.71%	70
TRDFX	Crossmark Steward Values-FocusedSmall-Mid Cap Enha...	Small Cap Blend Equities	Jan 31, 1952	0.80%	3.39%	9.00%	8.47%	35

Crossmark Steward Funds Mutual Funds List

Risk vs. Return Scatterplot