SEEKX : Crossmark Steward Large Cap Enhanced Index Fund Class A

SEEKX is a US Stocks Market Large Blend index fund with MODERATE fees.

SEEKX

Crossmark Steward Large Cap Enhanced Index Fund Class A

FI Score

46 /100

Expense Ratio Rating

5 /10

Expense Rating

2 /10

Market Score

4 /10

Category Score

10 /10

Market Size

4 /10

46% FI Score
  • seekx
  • Mutual Fund
  • US Stocks
  • Large Blend

Crossmark Steward Large Cap Enhanced Index Fund Class A

Expenses: 0.80% (Better than 1% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. The advisor pursues its objective by seeking to enhance its performance over that of its primary benchmark index by 1) changing the relative weighting in the fund's portfolio of growth versus value style securities in the index (style tilt) and 2) utilizing computer-aided, quantitative analysis of valuation, growth, dividend yield, industry and other factors to compensate for the exclusion of certain index securities due to the fund's values-based screening policies. The fund invests at least 80% of its assets in the securities of companies included in the fund's benchmark.

Largest Holdings

Amount Holding
3.54% Microsoft Corp
3.18% Apple Inc
2.73% Amazon.com Inc
1.64% Berkshire Hathaway Inc Class B
1.52% Facebook Inc A
1.08% Alphabet Inc A
1.08% Alphabet Inc Class C
0.97% Visa Inc Class A
0.86% Mastercard Inc A
0.82% JPMorgan Chase & Co
0.77% Procter & Gamble Co
0.70% Netflix Inc
0.68% Bank of America Corp
0.67% Adobe Inc
0.65% Verizon Communications Inc
0.64% Intel Corp
0.62% Exxon Mobil Corp
0.62% AT&T Inc
0.62% NVIDIA Corp
0.60% The Home Depot Inc
0.60% PayPal Holdings Inc
0.59% Centene Corp
0.59% The Kroger Co
0.59% CVS Health Corp
0.58% ServiceNow Inc

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