Steward Large Cap Enhanced Index Fund

Scorecard
5 / 5 Stars
Lipper
5 5 4 5 2
Zacks Investment Research
2 (Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
A (Buy)

Fund Holdings

Asset Allocation

% Long % Net
Cash 0.65 0.65
Stocks 97.45 97.45
Bonds 0.0 0.0
Other 0.0 0.0
Foreign Bonds 0.0 0.0
Foreign Stocks 1.9 1.9
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 10.31.2013

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 10.31.2013

Ticker YTD Return % % Net Assets
Apple Inc AAPL -5.38 2.03
Exxon Mobil Corporation XOM -5.01 1.56
Google, Inc. Class A GOOG 7.32 1.29
Microsoft Corporation MSFT 1.74 1.04
Chevron Corp CVX -7.26 1.0
Procter & Gamble Co PG -4.09 0.94
Berkshire Hathaway Inc Class B BRK.B -2.11 0.93
JPMorgan Chase & Co JPM -3.23 0.92
Wells Fargo & Co WFC 2.31 0.91
Bank of America Corporation BAC 4.69 0.91