SMNIX Mutual Fund

SMNIX Mutual Fund (Steward Equity Market Neutral Fund Institutional Class) is managed by Crossmark Steward Funds with $117.5M in net assets. SMNIX expense ratio is 2.50%, holding 227 positions across sectors including Energy, Financials, Information Technology. Inception date: 2021-11-15.

SMNIX performance shows a YTD return of 11.29%. The 1-year return is 14.58%. SMNIX dividend yield stands at 2.30%, paid annually.

SMNIX top holdings include Northern Institutional Treasury Portfolio (11.2%), Qualcomm Inc. (1.1%), Western Digital Corp. (1.0%), Weatherford International Plc (1.0%), Chord Energy Corp (1.0%). Go to all SMNIX holdings, SMNIX sectors, or SMNIX dividends.

SMNIX can be compared against other funds. Use SMNIX overlap to find shared positions, or SMNIX vs another fund for a side-by-side view. SMNIX alternatives are available via the screener, along with tax-loss harvesting opportunities.