Steward Small-Mid Cap Enhanced Index Fund

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

Fund Fees

Updated 05.15.2014

Maximum Sales Fees %
Initial
Deferred

Updated 05.15.2014

Maximum Fees %
Administrative 0.08
Management 0.15
Redemption

Updated 05.15.2014

Actual Fees %
12b-1 0.25
Management 0.15
Net Expense Ratio: Annual Report 0.93
Net Expense Ratio: Prospectus 0.95

Updated 07.03.2014

Total Cost Projections
3-Year $303.00
5-Year $525.00
10-Year $1,166.00

Purchase Information

Updated 08.27.2013

Minimum Investments
Initial $200.00
Additional
Initial IRA $200.00
Additional IRA
Initial AIP $25.00
Additional AIP $25.00