Steward Values Enhanced Large Cap FundSEEBX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$316.7M
Expense ratio
1.61%
1-year return
+27.3%
3 years, a year
+10.3%
5 years, a year
—
Holdings
409
What it aims to do.
Investment Objective: Long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA Nvidia Corp | 7.92% |
| AAPL Apple Inc | 6.45% |
| MSFT Microsoft Corp | 4.79% |
| AMZN Amazon.Com Inc | 4.09% |
| GOOGL Alphabet Inc | 3.60% |
| AVGO Broadcom Inc | 3.22% |
| GOOG Alphabet Inc | 2.89% |
| META Meta Platforms Inc | 2.08% |
| TSLA Tesla Inc | 1.72% |
| JPM Jp Morgan Chase & Company | 1.48% |
More on SEEBX.
- SEEBX overview
- SEEBX holdings
- SEEBX risk
- SEEBX costs
- SEEBX money in and out
- SEEBX share classes
- Compare SEEBX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2024. Past returns are not a promise. Not financial advice.