Steward Values Enhanced Large Cap FundSEEHX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$316.7M
Expense ratio
0.51%
1-year return
+29.6%
3 years, a year
+20.6%
5 years, a year
+12.6%
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 SEEHX.
- SEEHX overview
- SEEHX holdings
- SEEHX risk
- SEEHX costs
- SEEHX money in and out
- SEEHX share classes
- Compare SEEHX 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.