Steward Select Bond Fund - Class A
SEAKX
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- Steward Select Bond Fund (Class A; Ticker: SEAKX) is an open-end mutual fund that invests primarily in fixed-income securities, including corporate bonds, mortgage-backed securities, government and agency bonds and notes, fixed-rate preferred stock, and municipal bonds, subject to the fund's proprietary values-based screening policies that exclude issuers involved in activities such as alcohol, tobacco, gambling, pornography, and abortion; the fund normally allocates at least 80% of its net assets plus any borrowings for investment purposes to such instruments either directly or through other investment companies adhering to similar policies. Managed by Crossmark Global Investments, Inc., a subsidiary of Crossmark Global Holdings, Inc. headquartered in Houston, Texas, the fund was launched on October 1, 2004, and is domiciled in the United States with shares available for sale to U.S. investors; it targets the intermediate core bond segment, benchmarked against the Bloomberg U.S. Government/Credit Bond Index, emphasizing high-quality, primarily intermediate-maturity securities with active duration management and sector rotation to pursue superior risk-adjusted returns. As of the latest available data, the fund maintains total net assets of approximately $194 million across share classes, with Class A featuring a net expense ratio of 0.96%, a 3.75% front-end load, and a minimum initial investment of $1,000; its portfolio is diversified with about 96% in U.S. bonds (61% corporate, 23% government), 3.5% cash equivalents, and over 140 holdings. The fund operates under the Steward Funds family, distributed by Crossmark Distributors, Inc., with portfolio management led by Victoria Fernandez since January 2014. No major strategic changes, such as acquisitions, partnerships, funding rounds, new product launches, or reorganizations, have been reported for the fund or its adviser within the last 1-2 years as of December 2025; it continues to adhere to its established investment strategy and values screens amid standard fixed-income market conditions.