SEECX Mutual Fund

SEECX Mutual Fund (Steward Values Enhanced Large Cap Fund Institutional Class) is managed by Crossmark Steward Funds with $259.4M in net assets. SEECX expense ratio is 0.58%, holding 403 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2004-10-01.

SEECX performance shows a YTD return of 10.87%. The 1-year return is 10.67% and the 5-year return is 10.96%. SEECX dividend yield stands at 0.45%, paid annually.

SEECX top holdings include NVIDIA Corp (7.6%), Apple Inc (7.0%), Microsoft Corp (5.2%), Amazon.com Inc (4.1%), Alphabet Inc,class A (3.2%). Go to all SEECX holdings, SEECX sectors, or SEECX dividends.

SEECX can be compared against other funds. Use SEECX overlap to find shared positions, or SEECX vs another fund for a side-by-side view. SEECX alternatives are available via the screener, along with tax-loss harvesting opportunities.