The Steward Funds offer investors the opportunity to invest in a broad range of asset classes using factor-based and quantitatively managed funds. The Funds promote Values-Based Investing by seeking to avoid owning securities in companies that choose to profit from business that is at odds with widely held traditional values.

Our cultural values screening process is designed to provide investors with competitive investment returns without compromising their personal convictions.

If you are currently working with a Financial Advisor, please have your advisor contact us for more information.

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  Values-Based Screened Funds

  • Steward Global Equity Income Fund

    The Steward Global Equity Income Fund seeks to provide income and long-term capital appreciation by investing in global dividend paying stocks that are combined with quantitative analysis to create a portfolio with country, sector, industry and market cap diversification.

    The Fund identifies securities having dividend yields above their sector medians. Investments are screened in accordance with the Fund’s cultural values policies and those companies failing to meet the criteria are removed from investment consideration.

    A relative risk controlled portfolio is constructed that attempts to match the characteristics of a targeted benchmark and to provide current dividend income. The Fund’s assets are allocated in both domestic and international companies.

  • Steward Small-Mid Cap Enhanced Index Fund

    The Steward Small-Mid Cap Enhanced Index Fund seeks to provide long-term capital appreciation by investing in securities in the small-mid cap universe. Investments are screened in accordance with the Fund’s cultural values policies and those companies failing to meet the criteria are removed from investment consideration.

    The Fund’s portfolio manager employs optimization techniques to construct a risk-controlled portfolio designed to mitigate risk and potentially outperform the Fund’s benchmark. The Fund’s assets are allocated in both growth and value investment styles.

  • Steward Large Cap Enhanced Index Fund

    The Steward Large Cap Enhanced Index Fund seeks to provide long-term capital appreciation by investing in large cap stocks. Investments are screened in accordance with the Fund’s cultural values policies and those companies failing to meet the criteria are removed from investment consideration.

    The portfolio manager uses optimization techniques to construct a risk-controlled portfolio designed to mitigate risk and potentially outperform the Fund’s benchmark. The Fund’s assets are allocated in both growth and value investment styles.

  • Steward Select Bond Fund

    The Steward Select Bond Fund seeks to provide high current income with capital appreciation and growth of income. The Fund implements an active investment approach and invests in fixed income securities of corporations, mortgage backed securities, U.S. Treasury and Agencies. Investments are screened in accordance with the Fund’s cultural values policies and those companies failing to meet the criteria are removed from investment consideration.

  • Steward International Enhanced Index Fund

    The Steward International Enhanced Index Fund seeks to provide long-term capital appreciation by investing in international developed and emerging markets primarily in American Depository Receipts. Investments are screened in accordance with the Fund’s cultural values policies and those companies failing to meet the criteria are removed from investment consideration.

    By using optimization techniques the manager constructs a risk-controlled portfolio designed to mitigate risk and potentially outperform the Fund’s benchmark. The Fund’s assets are allocated in both international developed and emerging markets companies.

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