Steward Values Enhanced Lg Cap A

Generally, the fund allocates a minimum of 80% of its total assets to the equities of large-capitalization firms. These companies are chosen from its benchmark index, provided they also meet the fund's values-driven screening requirements. The index constituents broadly represent diverse sectors of the U.S. economy and are predominantly American entities. Furthermore, the portfolio may incorporate holdings in other investment funds and real estate investment trusts (REITs).