The Steward International Enhanced Index Fund seeks to provide long-term capital appreciation by investing in international developed and emerging markets primarily in American Depository Receipts (S&P ADR Index).  Investments are screened in accordance with the Fund’s cultural values policies and those companies failing to meet the criteria are removed from investment consideration.

By using optimization techniques the manager constructs a risk controlled portfolio designed to track and potentially outperform the S&P ADR Index.  The Fund’s assets are allocated in both international developed and emerging markets companies.

Steward International Enhanced Index Fund



All Country World Index Geographic Allocation



RISK FACTORS: The Fund may not achieve its stated investment objective. Please be aware that the Fund may be subject to certain additional risks such as Cultural Values, Screening and Foreign Securities. The Fund may not achieve the same level of performance as it would have without the application of the Cultural Values Screening policies. Funds that invest in foreign securities may involve greater risk, including political and economic uncertainties of foreign countries as well as the risk of currency fluctuations. Please see the Fund's prospectus for a further explanation of these risks. ADRs are certificates representing home market securities and provide U.S. investors with a way to invest in non-U.S. securities without leaving the country.

Performance & Characteristics  |  Fund Holdings  |  Prospectus  |  Steward Application