Crossmark Steward Large Cap Value Fund
Shareclass
Steward Large Cap Value A (SJVAX)
Type
Open-end mutual fund
Manager
Gender equality score
57
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 194 out of 2,538 funds
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Groups
Categories
Gender balance in leadership and workforce
29/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Crossmark Steward Large Cap Value Fund SJVAX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Procter & Gamble Co0.28% of assets$221,546 invested
- 2. Citigroup Inc1.57% of assets$1.22M invested
- 3. Bank of America Corp1.48% of assets$1.16M invested
- 4. General Mills Inc1.04% of assets$813,144 invested
- 5. Wells Fargo & Co1.98% of assets$1.54M invested
- 6. JPMorgan Chase & Co1.79% of assets$1.4M invested
- 7. Accenture PLC Class A1.72% of assets$1.34M invested
- 8. PayPal Holdings Inc1.14% of assets$887,400 invested
- 9. Jones Lang LaSalle Inc1.05% of assets$818,103 invested
- 10. Colgate-Palmolive Co1.2% of assets$937,000 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Berkshire Hathaway Inc Class B2.94% of assets$2.29M invested
- 2. Fortinet Inc1.02% of assets$798,958 invested
- 3. Simon Property Group Inc0.53% of assets$415,200 invested
- 4. Cirrus Logic Inc0.89% of assets$697,585 invested
- 5. Caterpillar Inc1.48% of assets$1.15M invested
- 6. Crown Holdings Inc0.13% of assets$98,186 invested
- 7. Aflac Inc1.18% of assets$922,877 invested
- 8. Qualcomm Inc1.02% of assets$798,772 invested
- 9. Ryder System Inc0.81% of assets$632,764 invested
- 10. Grand Canyon Education Inc0.64% of assets$501,758 invested
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Financial performance
Performance data provided by
Find more financial data on SJVAX at Morningstar.com
Find more financial data on SJVAX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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