| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
5
3
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Fees
Updated 10.31.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred |
Updated 10.31.2012
| Maximum Fees % | |
|---|---|
| Administrative | 0.075 |
| Management | 0.3 |
| Redemption |
Updated 10.31.2012
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 0.3 |
| Net Expense Ratio: Annual Report | 1.05 |
| Net Expense Ratio: Prospectus | 1.05 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $334.00 |
| 5-Year | $580.00 |
| 10-Year | $1,284.00 |
Purchase Information
Updated 08.28.2012
| Minimum Investments | |
|---|---|
| Initial | $200.00 |
| Additional | |
| Initial IRA | $200.00 |
| Additional IRA | |
| Initial AIP | $200.00 |
| Additional AIP | $25.00 |
Contact Fund
Steward Funds, Inc.
5847 San Felipe
Suite 4100
Houston TX 77057
USA
