Steward Large Cap Enhanced Index Fund A (SEEKX) Research

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).

Market snapshot

Symbol
SEEKX
Price
$42.61
Day change
+1.14%
Market cap
$328.8M
52-week range
35.28-43.22
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Heartland Value Plus Fund Insti Class Shs (HNVIX)
  • Heartland Value Plus Fund Investor Class Shs (HRVIX)
  • Martin Currie Emerging Markets Fund Class I (MCEIX)
  • Martin Currie Emerging Markets Fund Class IS (MCEMX)
  • Small Cap Growth Fund Class Y (SMAYX)
  • Virtus SGA International Growth Fund Class I (STITX)
  • Schwab Target 2020 Index Fund Institutional Shares (SWYLX)
  • Schwab Capital Trust - Target 2065 Index Fund (SWYOX)

Open Steward Large Cap Enhanced Index Fund A (SEEKX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.