SJVAX Mutual Fund
SJVAX Mutual Fund
Steward Large Cap Value Fund Class A
SJVAX Mutual Fund Overview
SJVAX Mutual Fund (Steward Large Cap Value Fund Class A) is managed by Crossmark Steward Funds with $2.4M in net assets. SJVAX expense ratio is 1.00%, holding 93 positions across sectors including Financials, Information Technology, Unknown. Inception date: 2021-11-15.
SJVAX performance shows a YTD return of 11.52%. The 1-year return is 21.56%. SJVAX dividend yield stands at 5.97%, paid annually.
SJVAX top holdings include 'alphabet Inc., Class 'a'' (4.8%), Jp Morgan Chase & Co (2.6%), Bank Of America Corp. (2.1%), Cisco Systems Inc. - Ordinary Shares (2.0%), International Business Machines Corporat (1.9%). View all SJVAX holdings, sector breakdown, or dividend history.
SJVAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SJVAX alternatives are available via the screener, along with tax-loss harvesting opportunities.