Steward Small-Mid Cap Enhanced Index Fund

Scorecard
4 / 5 Stars
Lipper
4 4 3 5 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
B (Buy)

#37 in Small Blend

U.S. News evaluated 228 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 24.32 percent over the past year, 13.75 percent over the past three years, 27.10 percent over the past five years, and 8.44 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 1.5%
1 Year 24.3%
3 Years (Annualized) 13.8%
5 Years (Annualized) 27.1%
10 Years (Annualized) 8.4%

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Summary

The investment seeks long-term capital appreciation. The fund pursues its objective by seeking to enhance its performance over that of its benchmark index by 1) changing the relative weighting in the fund's portfolio of growth versus value style securities in the index (style tilt) and 2) utilizing computer-aided, quantitative analysis of valuation, growth, dividend yield, industry and other factors to attempt to compensate for the exclusion of certain index securities due to the fund's socially responsible investment policies. It will invest at least 80% of its assets in the securities of companies included in the fund's benchmark.

Fees

Fees are Above Average compared to funds in the same category.
Steward Small-Mid Cap Enhanced Index Fund has an expense ratio of 0.93 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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