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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 07/31/2023 | Semi-Annual Report dated 10/31/2023
Quarterly Report dated 01/31/2024 | Annual Report dated 04/30/2023

 

Steward Capital Gains and Dividend Schedule:

2024 Dividend Schedule

Capital Gains Distributed in 2023 

 

Steward Covered Call Income Fund Section 19 Notices:
These notices are provided to report estimated amounts of each Fund’s current distributions sourced from net investment income, long-term capital gains, short-term capital gains and return of capital. The amounts and sources of distributions reported in these notices are estimates and should not be relied upon or used for tax planning or tax reporting purposes. The final tax treatment of all Fund distributions will be provided on Form 1099-DIV, which is mailed after the close of the calendar year.

Steward Covered Call Income Fund notice dated 05/20/2024
Steward Covered Call Income Fund notice dated 04/22/2024
Steward Covered Call Income Fund notice dated 03/18/2024
Steward Covered Call Income Fund notice dated 02/20/2024
Steward Covered Call Income Fund notice dated 01/23/2024

 


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