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Steward Values Enhanced International Fund Institutional: (MF: SNTCX)
(NASDAQ Mutual Funds) As of Dec 5, 2025 06:13 PM ET
$27.93 USD
-0.13 (-0.46%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
The fund was incepted in March 2000 and is managed by Phoenix Investment Counsel. The fund seeks capital appreciation while maximizing after-tax returns. The fund seeks to balance growth with tax efficiency by investing in well-established companies with superior, sustainable earnings, emphasizing long-term positions to qualify for lower capital gains rate, and harvesting losses to offset capital gains. Under normal circumstances, the fund invests at least 65% of its total assets in common stocks, primarily common stocks of domestic (U.S.) growth companies of any size. The fund distributes dividends and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Steward Values Enhanced Intl I | SNTCX | NA | NA | 0.00 | 0.00 | 0.37 | 0.77 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Steward Intl Enhanced Idx Indv | SNTKX | 27.99 | 3/31/2006 | 1.89 | 28.36 | 22.02 | 13.95 |
| Steward Intl Enhanced Idx I | SNTCX | 27.93 | 3/31/2006 | 2.13 | 28.72 | 22.36 | 14.19 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Steward Values Enhanced Intl I | SNTCX | 100000 | 1000 | 0 | A |
Contact Information
| Family | Crossmark |
| Address | 15375 Memorial Drive, Suite 200 Houston, TX 77079 |
| Phone | 800 695-3208 |