STEWARD Fund Family

Return to Fund Listings

Fund Settlement Date Minimum Investment Amounts
Taxable Initial Taxable Subsequent Non-Taxable Initial Non-Taxable Subsequent
STEWARD COVERED CALL INCM A (SCJAX)
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1 $0.00 $0.00 $0.00 $0.00
STEWARD COVERED CALL INCM INST (SCJIX)
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1 $0.00 $0.00 $0.00 $0.00
STEWARD LARGE CAP CORE INSTITUTIONAL (SJCIX)
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1 $0.00 $0.00 $0.00 $0.00
STEWARD LARGE CAP GROWTH INSTITUTIONAL (SJGIX)
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1 $0.00 $0.00 $0.00 $0.00
STEWARD LARGE CAP VALUE INSTITUTIONAL (SJVIX)
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1 $0.00 $0.00 $0.00 $0.00
STEWARD SMALL CAP GROWTH INSTITUTIONAL (SKGIX)
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1 $0.00 $0.00 $0.00 $0.00
STEWARD EQUITY MARKET NEUTRAL A (SMNAX)
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1 $0.00 $0.00 $0.00 $0.00
STEWARD EQUITY MARKET NEUTRAL INSTL (SMNIX)
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1 $0.00 $0.00 $0.00 $0.00

Some funds charge fees to cover marketing, distribution and administrative expenses. These fees include marketing fees known as a “12b-1 fees”, as well as certain record keeping or shareholder services fees. Such fees are included in the fund’s overall expense ratio and a portion of these fees may be paid to us. We reserve the right to change the funds we make available at any time without prior notice.