Steward Large Cap Growth Fund Class A (SJGAX)

Overview

The fund specializes in a strategic investment approach focused on acquiring large-cap growth securities while adhering to a strict set of values-based screening policies. This implies that the fund is dedicated to investing in companies that align with certain ethical, social, or environmental criteria, making it an attractive option for socially responsible investors. The fund operates with a clear mandate to allocate at least 80% of its assets towards securities of large companies, ensuring a stable and focused investment portfolio. However, it maintains flexibility in its investment strategy by allowing a portion of the assets to be invested in small- to mid-cap companies, which can offer potential for growth and diversification. The fund's operation is guided by market conditions, signaling adaptability and responsiveness to changing market dynamics to safeguard and grow investor capital.

Products and Services

• Large-Cap Growth Securities Investments

  This service involves the fund investing predominantly in securities from large-cap companies, which are typically industry leaders with stable earnings growth. Such investments often provide reliability and a level of safety for investors, backed by the long-standing performance and market resilience of large-cap entities. Investing in these companies serves as the core strategy of the fund, reflecting its focus on growth through well-established businesses.

• Values-Based Screening Policies

  The fund implements a stringent screening process to ensure that investments align with certain ethical, social, or environmental values. This service is particularly appealing to socially responsible investors who seek to not only achieve financial returns but also contribute positively to society and the environment through their investment choices. The values-based screening distinguishes the fund in the market, catering to a niche investor segment looking for moral alignment in their investment portfolios.

• Investments in Small- to Mid-Cap Companies

  Besides the primary focus on large-cap entities, the fund offers investment opportunities in small- to mid-cap companies. This strategy is aimed at capturing growth potential in emerging companies and sectors, offering diversification benefits and the possibility of higher returns. Although these investments come with higher risks compared to large-cap investments, they are meticulously selected based on thorough research to align with the fund's growth objectives and values-based criteria.

• Investments in Other Investment Companies and Real Estate Investment Trusts (REITs)

  The fund provides an option to invest in other investment companies and REITs, expanding the diversity and scope of its portfolio. This diversification strategy is targeted at leveraging the specialized management and unique opportunities present in other investment vehicles and the real estate market. Investments in REITs, in particular, offer exposure to real estate, which can serve as a hedge against inflation and provide steady income streams through dividends, contributing to the fund's goal of balanced and sustained growth.