The Steward Values Enhanced Small-Mid Cap Fund Institutional Class is a mutual fund designed to provide diversified exposure to small- and mid-capitalization U.S. equities. Its investment approach combines a values-based screening process with a focus on companies displaying strong fundamentals and growth potential. The fund primarily holds stocks within the small blend category, aiming to balance growth and value characteristics. Notable sectors represented in its top holdings include industrials, technology, consumer cyclicals, healthcare, energy, and financial services. With a competitive expense ratio and a low portfolio turnover rate, the fund seeks to maintain cost efficiency while providing long-term capital appreciation opportunities. It caters to institutional investors, requiring a higher minimum initial investment, and it positions itself as a values-oriented option for those seeking to align investment choices with ethical or stewardship principles. The Steward Values Enhanced Small-Mid Cap Fund plays a significant role in the market by offering access to a broad range of smaller companies, contributing to portfolio diversification and potential exposure to emerging growth areas within the U.S. economy.
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