SMNAX Mutual Fund

SMNAX Mutual Fund (Steward Equity Market Neutral Fund Class A) is managed by Crossmark Steward Funds with $2.6M in net assets. SMNAX expense ratio is 2.71%, holding 227 positions across sectors including Energy, Financials, Information Technology. Inception date: 2021-11-15.

SMNAX performance shows a YTD return of 7.75%. The 1-year return is 13.10%. SMNAX dividend yield stands at 2.10%, paid annually.

SMNAX top holdings include Northern Institutional Treasury Portfolio (11.2%), Qualcomm Inc. (1.1%), Western Digital Corp. (1.0%), Chord Energy Corp (1.0%), Weatherford International Plc (1.0%). Go to all SMNAX holdings, SMNAX sectors, or SMNAX dividends.

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