Steward Ered Call Fund Quote

SCJAX Fund  USD 8.44  0.04  0.48%   

Performance

13 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 17

 
High
 
Low
Low
Steward Covered is trading at 8.44 as of the 2nd of December 2024; that is 0.48% up since the beginning of the trading day. The fund's open price was 8.4. Steward Covered has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Steward Ered Call are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 2nd of December 2024. Click here to learn more.
The fund invests in a portfolio of large cap, dividend paying, equity securities that are listed on U.S. exchanges and to write covered call options on those securities with the overall goal of providing options premium income and lowering volatility of the funds portfolio when compared to the broader uncovered large cap securities market.. More on Steward Ered Call

Moving together with Steward Mutual Fund

  0.91SSMOX Steward Small MidPairCorr
  0.91SCECX Steward Small MidPairCorr
  1.0SCJCX Steward Ered CallPairCorr
  0.99SCJIX Steward Ered CallPairCorr

Moving against Steward Mutual Fund

  0.66SMNAX Steward Equity MarketPairCorr
  0.66SMNIX Crossmark Steward EquityPairCorr
  0.62SEAKX Steward Select BondPairCorr
  0.61SEACX Steward Select BondPairCorr

Steward Mutual Fund Highlights

Fund ConcentrationCrossmark Steward Funds, Large Blend Funds, Derivative Income Funds, Derivative Income, Crossmark Steward Funds (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date28th of August 2022
Fiscal Year EndApril
Steward Ered Call [SCJAX] is traded in USA and was established 2nd of December 2024. Steward Covered is listed under Crossmark Steward Funds category by Fama And French industry classification. The fund is listed under Derivative Income category and is part of Crossmark Steward Funds family. This fund at this time has accumulated 57.08 M in assets with no minimum investment requirementsSteward Ered Call is currently producing year-to-date (YTD) return of 17.31% with the current yeild of 0.0%, while the total return for the last 3 years was 8.1%.
Check Steward Covered Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Steward Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Steward Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Steward Ered Call Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Steward Ered Call Mutual Fund Constituents

DUKDuke EnergyStockUtilities
GOOGLAlphabet Inc Class AStockCommunication Services
XOMExxon Mobil CorpStockEnergy
VVisa Class AStockFinancials
TSLATesla IncStockConsumer Discretionary
PGProcter GambleStockConsumer Staples
NVDANVIDIAStockInformation Technology
NEENextera EnergyStockUtilities
More Details

Steward Ered Call Risk Profiles

Steward Covered Against Markets

Other Information on Investing in Steward Mutual Fund

Steward Covered financial ratios help investors to determine whether Steward Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Steward with respect to the benefits of owning Steward Covered security.
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