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Steward Values-focused Small-mid Cap Enhanced Index Fund: (MF: SCECX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:45 PM ET

$12.97 USD

+0.01 (0.08%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 7.98 34
3 months 7.96 36
6 months 10.22 48
1 Year 16.81 56
3 Year 10.84 55
5 Year 6.98 38
10 Year 10.59 56

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -53.74
Bull Market (2/09 - 3/21) 838.30

Load Adjusted Returns as of Feb 28, 2026

1 Year 5.89
5 Year 7.61
10 Year 9.17
Since Inception 7.98

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -7.86 6.17 6.84 1.31
2024 7.04 -3.70 7.38 -0.23
2023 3.41 4.00 -4.26 12.63
2022 -5.15 -15.23 -3.50 10.19
2021 14.97 3.98 -1.72 5.93

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.985.8910.4215.97-14.5124.4710.6321.70-12.1114.0423.53
% Total Return Rel to Index 3.02-12.32-14.59-10.263.68-4.20-7.77-9.78-7.71-7.7511.60
% Total Return Rel to Peer -0.17-1.41-1.49-0.105.005.16-8.36-3.72-1.33-1.557.58
% Perf Quintile vs Peer* 4.004.000.003.002.003.004.004.004.003.002.00
% Dividends 0.000.100.120.120.110.110.150.050.140.130.11
% Yield 0.000.730.870.740.750.560.920.350.970.720.71
Capital Gains ($) 0.000.980.670.423.012.180.490.451.781.140.45
Expense Ratio 0.000.650.640.650.610.570.550.530.570.580.57

* 1 = Top 20%, 5 = Bottom 20%