Steward International Enhanced Index Fund R6 is an international equity mutual fund designed to provide long-term capital appreciation by investing primarily in companies from both developed and emerging markets outside the United States. The fund employs an enhanced index approach, seeking to outperform its primary benchmark through dynamic adjustments in the relative weightings of portfolio holdings. Key to its strategy is a computer-aided, quantitative analysis that evaluates factors such as valuation, growth, dividend yield, and industry trends. Additionally, the fund integrates values-based screening policies, excluding companies that do not align with specific ethical or stewardship principles. Steward International Enhanced Index Fund R6 typically invests at least 80% of its assets in securities included in its benchmark, with the goal of capturing broad international equity market exposure while adhering to responsible investment guidelines. This fund plays a significant role for investors seeking diversified, global equity exposure with an added emphasis on values-driven investing and disciplined risk management.
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