Steward Large Cap Value Fund Class A (SJVAX)

Overview

The fund operates with a focus on investing in a diversified portfolio predominantly comprised of large-cap value securities. Central to its investment approach is the adherence to values-based screening policies, ensuring that investments align with certain ethical or value-based criteria. The fund commits to allocating at least 80% of its assets towards large-cap companies, which are typically industry-leading entities with substantial market capitalizations. Notwithstanding its primary large-cap focus, the fund retains the flexibility to diversify its investments by allocating a portion of its assets to small- and mid-cap companies, which can offer growth potential. This strategy is implemented under normal market conditions, aiming to balance value-based investment principles with the pursuit of financial returns.

Products and Services

The fund offers the following investment products and services, each designed to meet the needs of its investors while adhering to its values-based investment philosophy:

• Large-Cap Value Securities: The core of the fund's investment strategy, focusing on securities from large-cap companies that are undervalued relative to their intrinsic worth. These securities are selected based on a rigorous analysis of the company's fundamentals and the potential for long-term growth, ensuring that they meet the fund's ethical and value-based standards.
• Small- and Mid-Cap Company Investments: To diversify its portfolio and potentially enhance returns, the fund may allocate a portion of its assets to select small- and mid-cap companies. These investments are chosen with the same careful consideration of values-based criteria and financial potential, but they represent an opportunity to tap into the growth potential of smaller, dynamic companies.
• Investment in Other Investment Companies and REITs: As part of its diversified approach, the fund may also invest in other investment companies and real estate investment trusts (REITs). This allows investors to gain exposure to a wider range of asset classes and investment opportunities, including the real estate market, while still operating within the fund's value-based investment framework.