Steward Funds

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

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 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

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

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

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