SJVIX Mutual Fund

SJVIX Mutual Fund (Steward Large Cap Value Fund Institutional Class) is managed by Crossmark Steward Funds with $153.3M in net assets. SJVIX expense ratio is 0.75%, holding 103 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2021-11-15.

SJVIX performance shows a YTD return of 18.49%. The 1-year return is 24.64%. SJVIX dividend yield stands at 5.78%, paid annually.

SJVIX top holdings include Apple Inc (6.6%), Amazon.com Inc (5.3%), Microsoft Corp (4.0%), Cisco Systems Inc. - Ordinary Shares (2.2%), Bank of America Corp.: Financials (2.1%). Go to all SJVIX holdings, SJVIX sectors, or SJVIX dividends.

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