Steward Large Cap Value Fund Institutional Class (SJVIX)

Overview

The fund focuses on investing in a diversified portfolio primarily composed of large-cap value securities, aiming to align its investments with its specified values-based screening policies. It commits to allocating at least 80% of its assets to securities of large-cap companies, adapting its investment strategy in accordance with the prevailing market conditions. By incorporating a measure of flexibility in its investment approach, the fund also opens opportunities to invest in small- and mid-cap companies, exposing investors to a wider range of growth prospects across various company sizes. Additionally, the fund explores investment avenues in other investment companies and real estate investment trusts (REITs), diversifying its investment portfolio further and potentially enhancing the fund's yield and growth prospects.

Products and Services

• Large-Cap Value Securities Investment

The backbone of the fund's investment strategy, focusing on value securities within the large-cap segment, designed to stabilize and grow the fund's capital. This approach targets companies with large market capitalizations that are perceived to be undervalued, aiming to benefit from their potential for growth and stability.

• Values-Based Screening Policies

A set of ethical, social, and governance (ESG) criteria guides the fund's selection process, ensuring investments align with specific value-based standards. This policy underpins the fund's investment choices, reflecting a commitment to socially responsible investing (SRI).

• Small- and Mid-Cap Companies Investment

In addition to its primary large-cap focus, the fund strategically invests a portion of its assets in small- and mid-cap companies. This diversification is intended to capitalize on the higher growth potential of smaller companies, potentially leading to enhanced returns for the fund's investors.

• Investment in Other Investment Companies and REITs

To broaden its investment spectrum, the fund actively seeks opportunities in other investment companies and real estate investment trusts (REITs). This not only diversifies the fund’s investment portfolio but also allows it to tap into the income and growth opportunities presented by the real estate market and various other sectors.