X

Steward Funds

Our proprietary screening process provides investors with competitive investment returns without compromising personal convictions.
Steward Global Equity Income Fund
The Steward Global Equity Income Fund seeks income and long-term capital appreciation by investing in (domestic and international) dividend paying stocks. The strategy utilizes a hybrid quantitative methodology combined with a relative risk-controlled portfolio. In addition, investments are screened in accordance with the Fund’s cultural values policies, and those companies failing to meet the criteria are removed from investment consideration. This process creates a portfolio of dividend paying stocks with high and growing dividend income, while providing exposure to both U.S. and international markets.
 
The Crossmark Steward Funds are distributed by Crossmark Distributors, Inc., member FINRA. Crossmark Distributors is an affiliate of Crossmark Global Investments, the Steward Funds’ investment adviser. Before investing in a mutual fund, you should read the fund’s prospectus carefully and consider the fund’s investment objectives, risks, charges and expenses. The prospectus contains this and other information about the fund. A copy of the Steward Funds’ prospectus may be obtained free of charge by calling Crossmark Distributors at 800-262-6631.

Fact Sheet | Holdings | Prospectus | Supplement to the 08/01/2019 Prospectus – Effective 10/01/2019

The Lipper Fund Awards from Refinitiv recognized the Crossmark Steward Global Equity Income Fund at the U.S. Lipper Fund Awards March 7, 2019, for delivering consistently strong risk-adjusted performance relative to its peers in the Global Equity Income Funds category for the 3-year, 5-year, and 10-year periods ending 11/30/2018. The number of peer funds included in the category was 34 for the 3-year period, 30 for the 5-year period, and 18 for the 10-year period. Each award was based on the Fund achieving the highest Lipper Leader for Consistent Return value (Effective Return Net of Expenses) over the stated time period.

From Lipper Fund Awards from Refinitiv, ©2019 Refinitiv. All rights reserved. Used under license.

Steward Small-Mid Cap Enhanced Index Fund
The Steward Small-Mid Cap Enhanced Index Fund seeks long-term capital appreciation by investing in small and mid-cap stocks. The strategy utilizes an optimization process that controls for risk and targets both growth and value factors. In addition, investments are screened in accordance with the Fund’s cultural values policies, and those companies failing to meet the criteria are removed from investment consideration. The resulting portfolio controls for risk and seeks outperformance against the benchmark through exposure to growth and value factors.
 
The Crossmark Steward Funds are distributed by Crossmark Distributors, Inc., member FINRA. Crossmark Distributors is an affiliate of Crossmark Global Investments, the Steward Funds’ investment adviser. Before investing in a mutual fund, you should read the fund’s prospectus carefully and consider the fund’s investment objectives, risks, charges and expenses. The prospectus contains this and other information about the fund. A copy of the Steward Funds’ prospectus may be obtained free of charge by calling Crossmark Distributors at 800-262-6631.

Fact Sheet | Holdings | Prospectus | Supplement to the 08/01/2019 Prospectus – Effective 10/01/2019

Steward Large Cap Enhanced Index Fund
The Steward Large Cap Enhanced Index Fund seeks long-term capital appreciation by investing in large-cap stocks. The strategy utilizes an optimization process that controls for risk and targets both growth and value factors. In addition, investments are screened in accordance with the Fund’s cultural values policies, and those companies failing to meet the criteria are removed from investment consideration. The resulting portfolio controls for risk and seeks outperformance against the benchmark through exposure to growth and value factors.
 
The Crossmark Steward Funds are distributed by Crossmark Distributors, Inc., member FINRA. Crossmark Distributors is an affiliate of Crossmark Global Investments, the Steward Funds’ investment adviser. Before investing in a mutual fund, you should read the fund’s prospectus carefully and consider the Crossmark TOD Application:fund’s investment objectives, risks, charges and expenses. The prospectus contains this and other information about the fund. A copy of the Steward Funds’ prospectus may be obtained free of charge by calling Crossmark Distributors at 800-262-6631.

Fact Sheet | Holdings | Prospectus | Supplement to the 08/01/2019 Prospectus – Effective 10/01/2019

Steward Select Bond Fund
The Steward Select Bond Fund seeks to provide high current income with capital appreciation and growth of income. The Fund implements an active investment approach and invests in various fixed income sectors including investment-grade corporates, mortgage backed securities, U.S. Treasury and Agencies. Investments are screened in accordance with the Fund’s cultural values policies and those companies failing to meet the criteria are removed from investment consideration.
 
The Crossmark Steward Funds are distributed by Crossmark Distributors, Inc., member FINRA. Crossmark Distributors is an affiliate of Crossmark Global Investments, the Steward Funds’ investment adviser. Before investing in a mutual fund, you should read the fund’s prospectus carefully and consider the fund’s investment objectives, risks, charges and expenses. The prospectus contains this and other information about the fund. A copy of the Steward Funds’ prospectus may be obtained free of charge by calling Crossmark Distributors at 800-262-6631.

Fact Sheet | Holdings | Prospectus | Supplement to the 08/01/2019 Prospectus – Effective 10/01/2019

Steward International Enhanced Index Fund
The Steward International Enhanced Index Fund seeks long-term capital appreciation by investing in international stocks. The strategy utilizes an optimization process that controls for risk and targets both developed and emerging market securities. In addition, investments are screened in accordance with the Fund’s cultural values policies, and those companies failing to meet the criteria are removed from investment consideration. The resulting portfolio controls for risk and seeks outperformance against the benchmark through exposure to emerging markets.
 
The Crossmark Steward Funds are distributed by Crossmark Distributors, Inc., member FINRA. Crossmark Distributors is an affiliate of Crossmark Global Investments, the Steward Funds’ investment adviser. Before investing in a mutual fund, you should read the fund’s prospectus carefully and consider the fund’s investment objectives, risks, charges and expenses. The prospectus contains this and other information about the fund. A copy of the Steward Funds’ prospectus may be obtained free of charge by calling Crossmark Distributors at 800-262-6631.

Fact Sheet | Holdings | Prospectus | Supplement to the 08/01/2019 Prospectus – Effective 10/01/2019

Steward Covered Call Income Fund
Crossmark’s Steward Covered Call Income Fund seeks dividend income and options premium income, with the potential for capital appreciation and less volatility than the broad equity market. The fund employs a “buy-write” strategy, also called a “covered call” strategy, in which the fund buys a stock or a basket of stocks and writes (or sells) call options that cover the stock positions. The strategy can enhance portfolio returns under certain market conditions and reduce volatility. In down markets, the option premium received cushions the price decline in an equity portfolio. The trade-off is that in strong equity markets, the upside potential of the equity investment is limited. This approach is appropriate for investors looking for current income, capital appreciation potential, a diversified equity portfolio, and socially responsible screens.
 
The Crossmark Steward Funds are distributed by Crossmark Distributors, Inc., member FINRA. Crossmark Distributors is an affiliate of Crossmark Global Investments, the Steward Funds’ investment adviser. Before investing in a mutual fund, you should read the fund’s prospectus carefully and consider the fund’s investment objectives, risks, charges and expenses. The prospectus contains this and other information about the fund. A copy of the Steward Funds’ prospectus may be obtained free of charge by calling Crossmark Distributors at 800-262-6631.

Fact Sheet | Holdings | Prospectus | Supplement to the 08/01/2019 Prospectus – Effective 10/01/2019

Crossmark Steward Fund Materials:  Prospectus  | Supplement to the 08/01/2019 Prospectus – Effective 10/01/2019 | SAI  |  Semi Annual Report  |  Annual Report  |  Estimated Capital Gain Distributions


Crossmark Steward Fund Forms:

Retail Account Application:  Use this Account Application to open a Steward Fund account for any account type other than an IRA, Coverdell Education Savings Account, or Transfer on Death account.

Crossmark IRA Application: Use this Account Application to open an IRA account (includes a Traditional IRA, Roth IRA, SEP IRA, SIMPLE IRA, or Inherited IRA).  If you are opening an IRA account, you should also download and save in your files the appropriate IRA Custodial Agreement: Traditional, SEP, and SIMPLE IRA Custodial Agreement   |   Roth IRA Custodial Agreement    |    Inherited IRA Custodial Agreement

Crossmark TOD Application:  Use this Account Application to open a Transfer on Death account.

Crossmark ESA Application:  Use this Account Application to open a Coverdell Education Savings Account, and download and save in your files the Coverdell ESA Custodial Agreement: Coverdell ESA Custodial Agreement