Steward Covered Call Income FundSCJAX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$121.4M
Expense ratio
1.25%
1-year return
+18.5%
3 years, a year
+13.8%
5 years, a year
+9.1%
Holdings
184
What it aims to do.
Investment Objective: Dividend income and options premium income, with the potential for capital appreciation and less volatility than the broad equity market.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA Nvidia Corp | 4.93% |
| AAPL Apple Inc | 4.81% |
| AMZN Amazon.Com Inc | 4.78% |
| MSFT Microsoft Corp | 4.57% |
| GOOGL Alphabet Inc | 4.03% |
| AVGO Broadcom Inc | 3.92% |
| GOOG Alphabet Inc | 3.15% |
| AMD Advanced Micro Devices Inc | 2.71% |
| META Meta Platforms Inc | 2.52% |
| TSLA Tesla Inc | 1.98% |
More on SCJAX.
- SCJAX overview
- SCJAX holdings
- SCJAX risk
- SCJAX costs
- SCJAX money in and out
- SCJAX share classes
- Compare SCJAX 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.