SEEKX Rating, Research - Steward Large Cap Enhanced Index Indv

Steward Large Cap Enhanced Index Indv (seekx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 272

Threats + Weaknesses = 158

When strengths & opportunities substantially exceed threats & weaknesses an investment in the seekx mutual fund has great long term potential.

Fund Management Team

Steward Funds

Fund Description Update

Steward Large Cap Enhanced Index Indv (SEEKX) Description: SEEKX is a mutual fund, which is an investment that owns a basket of assets. The SEEKX mutual fund was provided by Steward and this investment vehicle derives the majority of its value from equity holdings (stocks). Stewards mutual fund has a medium management tenure and is in the small fund size classification. SEEKXs minimum initial investment amount is $200 while the IRA minimum is $200. SEEKXs expense ratio is roughly 1%. The latest SEEKXs front end load was 0% and the back end load was 0%. The Steward Large Cap Enhanced Index Indv (SEEKX) mutual fund falls under the large-cap mixed category. SEEKX focuses its investments in USA and SEEKX is not affiliated with a particular industry or fund sector. The Steward Large Cap Enhanced Index Indv (SEEKX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SEEKXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SEEKXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation and current income. The fund normally invests at least 80% of total assets in common stocks (see stock research) of Leading Companies that are tied economically to the United States. At least 75% of the dollar amount of stocks (see stock research) held by the fund has a recent history of paying dividends. The fund may invest more than 20% of total assets in foreign securities and up to 20% of total assets in debt securities, including government, corporate and money market securities.

Management Analysis Update

Performance Analysis Update