SJVIX Mutual Fund
SJVIX Mutual Fund
Steward Large Cap Value Fund Institutional Class
SJVIX Mutual Fund Overview
SJVIX Mutual Fund (Steward Large Cap Value Fund Institutional Class) is managed by Crossmark Steward Funds with $150.4M in net assets. SJVIX expense ratio is 0.75%, holding 93 positions across sectors including Financials, Information Technology, Unknown. Inception date: 2021-11-15.
SJVIX performance shows a YTD return of 11.65%. The 1-year return is 21.88%. SJVIX dividend yield stands at 6.14%, paid annually.
SJVIX 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 SJVIX holdings, sector breakdown, or dividend history.
SJVIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SJVIX alternatives are available via the screener, along with tax-loss harvesting opportunities.