SEEKX Mutual Fund
SEEKX Mutual Fund
Steward Values Enhanced Large Cap Fund Class A
SEEKX Mutual Fund Overview
SEEKX Mutual Fund (Steward Values Enhanced Large Cap Fund Class A) is managed by Crossmark Steward Funds with $18.3M in net assets. SEEKX expense ratio is 0.86%, holding 406 positions across sectors including Information Technology, Unknown, Financials. Inception date: 2004-10-01.
SEEKX performance shows a YTD return of 9.47%. The 1-year return is 20.00% and the 5-year return is 11.87%. SEEKX dividend yield stands at 3.08%, paid annually.
SEEKX top holdings include Nvidia Corp. (8.0%), Apple, Inc (6.5%), Microsoft Corp 4.100 Feb 06 37 (5.4%), Amazon.Com Inc (3.8%), Alphabet Inc. C (3.3%). View all SEEKX holdings, sector breakdown, or dividend history.
SEEKX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SEEKX alternatives are available via the screener, along with tax-loss harvesting opportunities.