Steward Values Enhanced Large Cap Fund R6 (SEEHX)

Overview

The mentioned fund operates as an investment vehicle primarily focusing on large-cap companies that meet its values-based screening criteria. These companies are constituents of the fund's benchmark index, reflecting a broad spectrum of the U.S. economy, typically characterized as U.S. issuers. The fund’s strategy emphasizes adhering to ethical, environmental, or possibly social standards, aligning investments with particular value systems or beliefs held by its investors.

Products and Services

The services and investment solutions provided by the fund are tailored to cater to investors aiming to integrate their investment portfolios with their values, without compromising on financial returns. The fund’s product offerings include:

• Securities of Large-Cap Companies: These are investments primarily in the equity of large market capitalization companies that are part of the fund’s benchmark index and have passed the fund's values-based screens. This allows investors to participate in the financial achievements of these companies while adhering to specific ethical standards.
• Investment in Other Investment Companies and Real Estate Investment Trusts (REITs): Beyond direct equity in large-cap companies, the fund extends its reach into indirect investment opportunities. This includes investing in other investment companies that align with its values-based investment criteria and REITs, providing exposure to real estate markets with the added filter of the fund's ethical or values-based screening. These investments may offer diversification and potential for income via dividends, in addition to capital appreciation.