The Steward Small-Mid Cap Enhanced Index Fund seeks to provide long term capital appreciation by investing in securities in the small-mid cap universe (S&P 1000 Index).  Invesments are screened in accordance with the Fund's cultural values policies and those companies failing to meet the criteria are removed from investment consideration.

The Fund’s portfolio manager employs optimization techniques to construct a risk controlled portfolio designed to track and potentially outperform the S&P 1000 Index. The Fund’s assets are allocated in both growth and value investment styles, as well as the S&P 1000 Index.

Growth/Value Tilt Capability

Sector Diversification - As of  12/31/09



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 Equity Market Risk. The Fund may not achieve the same level of performance as it would have without the application of the Cultural Values Screening policies. The value of equity securities will rise and fall in response to the activities of the companies that issued the securities, general market conditions and/or economic conditions. Please see the Fund's prospectus for a further explanation of these risks.


Performance & Characteristics  |  Fund Holdings  |  Prospectus  |  Steward Application