Steward Large Cap Enhanced Index Individual Fund (SEEKX - Free Report) seeks growth of capital for the long run. SEEKX invests a lion’s share of its assets in securities listed in its key benchmark index. SEEKX changes relative weighting of value and growth stocks by following style of the benchmark. SEEKX also uses quantitative analysis of factors such as valuation, growth and dividend yield for investing in securities other than those included in the index in order to maintain its social responsible investment policies.
This Large Blend product has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 8.5% and 5 year 14.6%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here.
The Steward Large Cap Enhanced Index Individual fund, as of the last filing, allocates their fund in top two major groups; Large Value and Large Growth. Further, as of the last filing, Apple Inc, Microsoft Corp and Berkshire Hathaway Inc were the top holdings for SEEKX.
This Zacks Rank #2 (Buy) was incepted in October 2004 and is managed by Capstone Group. SEEKX carries an expense ratio of 0.82% and requires a minimal initial investment of $200.
Want key mutual fund info delivered straight to your inbox?
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>