Crossmark Steward International Enhanced Index Fund Institutional Class (SNTCX)

Overview

The described company operates as an investment advisor, focusing on outperforming its primary benchmark index. This objective is pursued through two main strategies: adjusting the portfolio's balance between equity securities of developed and emerging market companies, and employing computer-aided, quantitative analysis to evaluate factors such as valuation, growth, dividend yield, and industry considerations. These analyses are undertaken with the goal of offsetting the potential negative impacts on performance from the fund's values-based screening policies, which exclude certain securities from the index.

Products and Services

• Portfolio Management for Developed Market Companies:

  This product involves adjusting the relative weightings of equity securities from developed markets in the investment portfolio. It takes into account the current economic climate and performance indicators of these markets to optimize investment returns. The service is aimed at investors seeking exposure to developed markets, coupled with the expertise of the advisor in making strategic asset allocations.

• Portfolio Management for Emerging Market Companies:

  Similar to the management of developed market investments, this service focuses on emerging markets. It involves strategic adjustments in the portfolio to enhance returns by leveraging growth opportunities in these regions. The service benefits investors looking to diversify into high-growth potential areas while managing the associated risks through expert analysis and asset selection.

• Quantitative Analysis Investment Strategy:

  This is a specialized service where investments are selected and managed based on a comprehensive, computer-aided analysis of factors like valuation, growth potential, dividend yields, and industry trends. It aims to identify undervalued securities that may offer superior returns while adhering to the fund's values-based exclusion criteria. This service is suited for investors who prioritize both financial performance and ethical investment standards.