Steward Values Enhanced Small-Mid Cap FundSCECX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$189.4M
Expense ratio
0.64%
1-year return
+32.1%
3 years, a year
+14.2%
5 years, a year
+6.7%
Holdings
842
What it aims to do.
Investment Objective: Long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| USFD US Foods Holding Corp | 0.71% |
| NVT Nvent Electric Plc | 0.58% |
| MTZ Mastec Inc | 0.55% |
| RGLD Royal Gold Inc | 0.53% |
| CW Curtiss-Wright Corp | 0.52% |
| ATI Ati Inc | 0.51% |
| RBA Rb Global Inc | 0.49% |
| P Everpure Inc | 0.49% |
| XPO Xpo Inc | 0.48% |
| WWD Woodward Inc | 0.45% |
More on SCECX.
- SCECX overview
- SCECX holdings
- SCECX risk
- SCECX costs
- SCECX money in and out
- SCECX share classes
- Compare SCECX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.