Steward Covered Call Income Fund Institutional Class (SCJIX)

Overview

The provided company specializes in financial investment strategies that focus primarily on the acquisition of large cap, dividend-paying equity securities that are traded on U.S. exchanges. This investment approach encompasses the writing (selling) of covered call options on those securities. The core objective of these financial maneuvers is to generate options premium income for investors while actively seeking to decrease the volatility of the fund's holdings compared to the broader market of uncovered large cap securities. This strategic methodology aims to create a balanced investment proposition that offers the potential for steady income through dividends and option premiums, alongside managing and mitigating risk associated with market fluctuations.

Products and Services

• Portfolio of Large Cap, Dividend Paying Equity Securities

  This product involves the investment in a carefully selected portfolio of large cap stocks that consistently pay dividends. These stocks are chosen based on their financial health, market position, and the stability of dividend payments. The emphasis on dividend-paying equities aims to provide investors with a regular income stream, in addition to the potential for capital appreciation.

• Covered Call Options Writing

  As part of its unique investment strategy, the company engages in the writing (selling) of covered call options on the large cap equities that form its investment portfolio. This process involves selling call options on stocks that the fund already owns. This strategy is designed to generate additional income from options premiums, which can provide a buffer against market downturns and contribute to overall portfolio stability. Writing covered calls also plays a crucial role in lowering the volatility of the fund's portfolio by providing potential downside protection in fluctuating markets.