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Steward Funds

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

Steward Fund Literature

Steward Covered Call Income Fund
Fact Sheet
Profile
Commentary
Monthly Holding
Summary Prospectus
Steward Equity Market Neutral Fund
Fact Sheet
Profile
Commentary
Monthly Holding
Summary Prospectus
Steward Global Equity Income Fund
Fact Sheet
Profile
Commentary
Monthly Holding
Summary Prospectus
Steward International Enhanced Index Fund
Fact Sheet
Profile
Commentary
Monthly Holding
Summary Prospectus
Steward Large Cap Core Fund
Fact Sheet
Profile
Commentary
Monthly Holding
Summary Prospectus
Steward Large Cap Growth Fund
Fact Sheet
Profile
Commentary
Monthly Holding
Summary Prospectus
Steward Large Cap Value Fund
Fact Sheet
Profile
Commentary
Monthly Holding
Summary Prospectus
Steward Select Bond Fund
Fact Sheet
Profile
Commentary
Monthly Holding
Summary Prospectus
Steward Small Cap Growth Fund
Fact Sheet
Profile
Commentary
Monthly Holding
Summary Prospectus
Steward Values-Focused Large Cap Enhanced Index Fund
Fact Sheet
Profile
Commentary
Monthly Holding
Summary Prospectus
Steward Values-Focused Small-Mid Cap Enhanced Index Fund
Fact Sheet
Profile
Commentary
Monthly Holding
Summary Prospectus

Steward Fund Financial Reports:

Quarterly Report dated 07/31/2021 | Semi-Annual Report dated 10/31/2021
Quarterly Report dated 01/31/2022 | Annual Report dated 04/30/2022

Steward Capital Gains:

Estimated Capital Gains dated 10/9/2022 


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 and SEP IRA Custodial Agreement   |   Roth IRA Custodial Agreement    |    SIMPLE 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