SSMOX Mutual Fund
SSMOX Mutual Fund
Steward Values Enhanced Small-Mid Cap Fund Class R6
SSMOX Mutual Fund Overview
SSMOX Mutual Fund (Steward Values Enhanced Small-Mid Cap Fund Class R6) is managed by Crossmark Steward Funds with $5.2M in net assets. SSMOX expense ratio is 0.53%, holding 842 positions across sectors including Unknown, Information Technology, Financials. Inception date: 2017-12-14.
SSMOX performance shows a YTD return of 17.55%. The 1-year return is 28.68% and the 5-year return is 7.91%. SSMOX dividend yield stands at 8.71%, paid annually.
SSMOX top holdings include Rb Global Inc (Rba) (0.5%), Flex Ltd (0.5%), Borgwarner Inc. (0.4%), Cnh Industrial Nv (0.4%), Alcoa Corp (0.4%). View all SSMOX holdings, sector breakdown, or dividend history.
SSMOX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SSMOX alternatives are available via the screener, along with tax-loss harvesting opportunities.