Steward Fund Literature
| Steward Covered Call Income Fund | Fact Sheet | Profile Flyer | Commentary | Monthly Holdings | Annual Report | Semi-annual Report | Summary Prospectus |
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| Class A (SCJAX) |
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| Class C (SCJCX) |
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| Institutional Class (SCJIX) |
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| Steward Equity Market Neutral Fund | Fact Sheet | Profile Flyer | Commentary | Monthly Holdings | Annual Report | Semi-annual Report | Summary Prospectus |
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| Class A (SMNAX) |
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| Institutional Class (SMNIX) |
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| Steward Global Equity Income Fund | Fact Sheet | Profile Flyer | Commentary | Monthly Holdings | Annual Report | Semi-annual Report | Summary Prospectus |
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| Class A (SGIDX) |
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| Class C (SGIFX) |
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| Class R6 (SGIGX) |
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| Institutional Class (SGISX) |
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| Steward International Enhanced Index Fund | Fact Sheet | Profile Flyer | Commentary | Monthly Holdings | Annual Report | Semi-annual Report | Summary Prospectus |
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| Class A (SNTKX) |
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| Class R6 (SNTFX) |
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| Institutional Class (SNTCX) |
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| Steward Large Cap Core Fund | Fact Sheet | Profile Flyer | Commentary | Monthly Holdings | Annual Report | Semi-annual Report | Summary Prospectus |
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| Class A (SJCAX) |
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| Class R6 (SJCRX) |
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| Institutional Class (SJCIX) |
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| Steward Large Cap Growth Fund | Fact Sheet | Profile Flyer | Commentary | Monthly Holdings | Annual Report | Semi-annual Report | Summary Prospectus |
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| Class A (SJGAX) |
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| Institutional Class (SJGIX) |
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| Steward Large Cap Value Fund | Fact Sheet | Profile Flyer | Commentary | Monthly Holdings | Annual Report | Semi-annual Report | Summary Prospectus |
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| Class A (SJVAX) |
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| Institutional Class (SJVIX) |
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| Steward Select Bond Fund | Fact Sheet | Profile Flyer | Commentary | Monthly Holdings | Annual Report | Semi-annual Report | Summary Prospectus |
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| Class A (SEAKX) |
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| Institutional Class (SEACX) |
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| Steward Values Enhanced Large Cap Fund * | Fact Sheet | Profile Flyer | Commentary | Monthly Holdings | Annual Report | Semi-annual Report | Summary Prospectus |
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| Class A (SEEKX) |
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| Class R6 (SEEHX) |
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| Institutional Class (SEECX) |
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| Steward Values Enhanced Small-Mid Cap Fund ** | Fact Sheet | Profile Flyer | Commentary | Monthly Holdings | Annual Report | Semi-annual Report | Summary Prospectus |
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| Class A (TRDFX) |
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| Class R6 (SSMOX) |
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| Institutional Class (SCECX) |
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* Formerly Steward Values-Focused Large Cap Enhanced Index Fund
** Formerly Steward Values-Focused Small-Mid Cap Enhanced Index Fund
Steward Fund Financial Reports
Steward Capital Gains and Dividend Schedule
Steward Covered Call Income Fund Section 19 Notices
These notices are provided to report estimated amounts of each Fund’s current distributions sourced from net investment income, long-term capital gains, short-term capital gains and return of capital.
The amounts and sources of distributions reported in these notices are estimates and should not be relied upon or used for tax planning or tax reporting purposes. The final tax treatment of all Fund distributions will be provided on Form 1099-DIV, which is mailed after the close of the calendar year.
Crossmark Steward Funds
- Retail Account Application
Use this Account Application to open a Steward Fund account for any account type other than an IRA, Coverdell Education Savings Account, or Transfer on Death account. - Crossmark IRA Application
Use this Account Application to open an IRA account (includes a Traditional IRA, Roth IRA, SEP IRA, SIMPLE IRA, or Inherited IRA). If you are opening an IRA account, you should also download and save in your files the appropriate IRA Custodial Agreement:
Traditional and SEP IRA Custodial Agreement
Roth IRA Custodial Agreement
SIMPLE IRA Custodial Agreement
- Crossmark TOD Application
Use this Account Application to open a Transfer on Death account. - Crossmark ESA Application
Use this Account Application to open a Coverdell Education Savings Account, and download and save in your files the Coverdell ESA Custodial Agreement Coverdell ESA Custodial Agreement