Steward Large Cap Value FundSJVIX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$137.2M
Expense ratio
—
1-year return
+26.1%
3 years, a year
+18.6%
5 years, a year
—
Holdings
96
What it aims to do.
Investment Objective: Long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| GOOGL Alphabet Inc | 4.77% |
| BAC Bank Of America Corp | 1.99% |
| ADI Analog Devices Inc | 1.76% |
| BRK-B Berkshire Hathaway Inc | 1.73% |
| IBM International Business Machines Corp | 1.68% |
| MS Morgan Stanley | 1.67% |
| VZ Verizon Communications Inc | 1.65% |
| JPM Jp Morgan Chase & Company | 1.60% |
| C Citigroup Inc | 1.59% |
| WDC Western Digital Corp | 1.58% |
More on SJVIX.
- SJVIX overview
- SJVIX holdings
- SJVIX risk
- SJVIX costs
- SJVIX money in and out
- SJVIX share classes
- Compare SJVIX 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.