Category | Fund Name | Class | Net Assets ($ M)* | 2025 | 2024 | 2023 |
---|---|---|---|---|---|---|
Equity-Income | Crossmark Steward Global Equity Income Fund + | Institutional Class Shares | 323.36 | 2.2 | 4 | 12.4 |
Large-Cap-Core | Steward Large Cap Enhanced Index Fund + | Institutional Class Shares | 197.51 | -4.1 | 13.8 | 20.7 |
Mid-Cap-Core | Steward Small-Mid Cap Enhanced Index Fund + | Institutional Class Shares | 162.159 | -1.7 | 4 | 11.1 |
Alternatives | Crossmark Steward Covered Call Income Fund + | Institutional Class Shares | 43.74 | 1 | 3.4 | 10 |
Equity-Income | Crossmark Steward Global Equity Income Fund | Class A Shares | 323.36 | 5.6 | 4 | 12.3 |
Large-Cap-Core | Steward Large Cap Enhanced Index Fund | Class A Shares | 197.51 | -13.5 | 13.9 | 20.9 |
Mid-Cap-Core | Steward Small-Mid Cap Enhanced Index Fund | Class A Shares | 162.159 | -2.1 | 3.8 | 11 |
Multi-Cap-Core | Steward International Enhanced Index Fund + | Class A Shares | 197.88 | 11.3 | -8.2 | 13.2 |
Alternatives | Crossmark Steward Covered Call Income Fund | Class A Shares | 43.74 | 1 | 3.2 | 9.5 |
Equity-Income | Crossmark Steward Global Equity Income Fund | Class C Shares | 323.36 | 6.4 | 4.1 | 12.1 |
Equity-Income | Crossmark Steward Global Equity Income Fund | Class K Shares | 323.36 | 3.3 | 3.6 | 12.3 |
Mid-Cap-Core | Steward Small-Mid Cap Enhanced Index Fund | Class C Shares | 162.159 | 0 | 1.9 | 9.8 |
Mid-Cap-Core | Steward Small-Mid Cap Enhanced Index Fund | Class K Shares | 162.159 | -7.5 | 3 | 10.3 |
Large-Cap-Core | Steward Large Cap Enhanced Index Fund | Class C Shares | 197.51 | 0 | 6.3 | 18.6 |
Large-Cap-Core | Steward Large Cap Enhanced Index Fund | Class K Shares | 197.51 | -5 | 11.4 | 19.5 |
Multi-Cap-Core | Steward International Enhanced Index Fund | Class C Shares | 197.88 | 0 | 5 | 11.6 |
Multi-Cap-Core | Steward International Enhanced Index Fund | Class K Shares | 197.88 | 9.2 | -12 | 11.7 |
Alternatives | Crossmark Steward Covered Call Income Fund | Class K Shares | 43.74 | 0 | 3 | 9.9 |
Alternatives | Crossmark Steward Covered Call Income Fund | Class C Shares | 43.74 | -1.9 | 2.6 | 9.3 |
* Net Assets include for all classes