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Crossmark

Steward Funds

Our proprietary screening process provides investors with competitive investment returns without compromising personal convictions.

 

Steward Global Equity Income Fund
Steward Small-Mid Cap Equity Index Fund
Steward Large Cap Enhanced Index Fund
Steward Select Bond Fund
Steward International Enhanced Index Fund
Steward Covered Call Income Fund

 

Crossmark Steward Fund Materials:  Prospectus  | 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