Steward Ered Call Fund Quote
| SCJIX Fund | USD 7.63 0.07 0.91% |
PerformanceVery Weak
| Odds Of DistressLow
|
Steward Covered is trading at 7.63 as of the 19th of March 2025; that is 0.91 percent down since the beginning of the trading day. The fund's open price was 7.7. Steward Covered has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
The fund invests in a portfolio of large cap, dividend paying, equity securities that are listed on U.S. exchanges and to write covered call options on those securities with the overall goal of providing options premium income and lowering volatility of the funds portfolio when compared to the broader uncovered large cap securities market.. More on Steward Ered Call
Moving together with Steward Mutual Fund
| 0.95 | SSMOX | Steward Small Mid | PairCorr |
| 0.94 | SCECX | Steward Small Mid | PairCorr |
| 1.0 | SCJAX | Steward Ered Call | PairCorr |
| 1.0 | SCJCX | Steward Ered Call | PairCorr |
Moving against Steward Mutual Fund
Steward Mutual Fund Highlights
| Fund Concentration | Crossmark Steward Funds, Large Value Funds, Derivative Income Funds, Derivative Income, Crossmark Steward Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 28th of August 2022 |
| Fiscal Year End | April |
Steward Ered Call [SCJIX] is traded in USA and was established 19th of March 2025. Steward Covered is listed under Crossmark Steward Funds category by Fama And French industry classification. The fund is listed under Derivative Income category and is part of Crossmark Steward Funds family. This fund at this time has accumulated 57.08 M in assets with minimum initial investment of 100 K. Steward Ered Call is currently producing year-to-date (YTD) return of 0.39% with the current yeild of 0.01%, while the total return for the last 3 years was 9.6%.
Check Steward Covered Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Steward Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Steward Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Steward Ered Call Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Steward Ered Call Mutual Fund Constituents
| XOM | Exxon Mobil Corp | Stock | Energy | |
| DUK | Duke Energy | Stock | Utilities | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| V | Visa Class A | Stock | Financials | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| NVDA | NVIDIA | Stock | Information Technology | |
| NEE | Nextera Energy | Stock | Utilities |
Steward Ered Call Risk Profiles
| Mean Deviation | 0.6391 | |||
| Standard Deviation | 1.0 | |||
| Variance | 1.0 | |||
| Risk Adjusted Performance | (0.13) |
Steward Covered Against Markets
Other Information on Investing in Steward Mutual Fund
Steward Covered financial ratios help investors to determine whether Steward Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Steward with respect to the benefits of owning Steward Covered security.
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