Steward Covered Call Income FundSCJCX

MUTUAL FUNDCrossmark
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$121.4M
Expense ratio
2.00%
1-year return
+17.5%
3 years, a year
+12.9%
5 years, a year
+8.3%
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 Corp4.93%
AAPL Apple Inc4.81%
AMZN Amazon.Com Inc4.78%
MSFT Microsoft Corp4.57%
GOOGL Alphabet Inc4.03%
AVGO Broadcom Inc3.92%
GOOG Alphabet Inc3.15%
AMD Advanced Micro Devices Inc2.71%
META Meta Platforms Inc2.52%
TSLA Tesla Inc1.98%

More on SCJCX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.