Steward Large Cap Enhanced Index Fund A
SEEKX
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- Steward Values Enhanced Large Cap Fund A (SEEKX) is an open-end mutual fund that seeks long-term capital appreciation by investing at least 80% of its assets in securities of large-cap companies included in the S&P 500 Index that pass proprietary values-based screens; these screens exclude issuers involved in activities conflicting with certain ethical, moral, or religious principles, focusing primarily on U.S. issuers across sectors such as technology, financial services, consumer cyclical, communication services, and healthcare. The fund offers Class A shares with a front-end load of 5.75%, a net expense ratio of 0.86%, and a minimum initial investment of $1,000, alongside institutional and other share classes; its portfolio typically holds approximately 410-435 securities, including top holdings like NVIDIA Corp, Microsoft Corp, Apple Inc, Amazon.com Inc, and Meta Platforms Inc, with total net assets for all classes exceeding $300 million. Steward Funds, the broader family encompassing SEEKX, is advised by Crossmark Global Investments, Inc. and distributed by Crossmark Distributors, Inc., with operations based in the United States and headquarters historically in Houston, Texas; the fund was incepted on October 1, 2004, as part of a suite of values-focused investment products targeting individual and institutional investors seeking blend-style large-cap equity exposure aligned with personal convictions. Recent management enhancements include Rob Botard, CFA, assuming lead portfolio manager duties on August 28, 2023, and Andrew Cullivan joining as co-portfolio manager on June 21, 2024; the fund's prospectus was updated as of August 28, 2024, and revised May 15, 2025, reflecting ongoing refinements to its values-screening process and operational details amid a growing assets under management profile.