• Fund Type: Open-End Fund
  • Objective: Value Mid Cap
  • Asset Class: Equity
  • Geographic Focus: U.S.

Stewart Capital Mid Cap Fund

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SCMFX:US

17.88 USD 0.08 0.45%

As of 19:59:59 ET on 09/18/2014.

Snapshot for Stewart Capital Mid Cap Fund (SCMFX)

Year To Date: +14.62% 3-Month: +5.26% 3-Year: +18.44% 52-Week Range: 14.61 - 18.02
1-Month: +2.36% 1-Year: +19.03% 5-Year: +17.36% Beta vs MID: 0.95

Mutual Fund Chart for SCMFX

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  • SCMFX:US 17.80
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Fund Profile & Information for SCMFX

Stewart Capital Mid Cap Fund is an open-end fund incorporated in the USA. The objective of the Fund is to achieve long-term capital appreciation. The Fund focuses on a relatively small number of intensively research companies, it invest at least 80% of its net assts in common stocks of undervalued mid-capitalization companies.

Inception Date: 12-29-2006 Telephone: (877)420-4440
Managers: MALCOLM E POLLEY / CHUCK FRANK
Web Site: www.stewartcap.com/

Fundamentals for SCMFX

NAV (on 2014-09-17) 17.80
Assets (M) (on 2014-09-17) 90.75
Fund Leveraged N
Minimum Investment 1,000.00
Minimum Subsequent Investment 100.00

Dividends for SCMFX

Dividend Type Omitted
Dividend Frequency Quarter
Last Dividend Net -
Dividend Yield (ttm) 4.10

Fees & Expenses for SCMFX

Front Load -
Back Load -
Current Mgmt Fee 0.70
Redemption Fee 0.00
12b1 Fee 0.25
Expense Ratio 1.28

Top Fund Holdings for SCMFX

Filing Date: 06/30/2014
Name Position Value % of Total
Federated Prime Obligations Fu 6,308,902 6,308,902 7.606%
Conversant Inc 118,657 3,013,888 3.633%
Terra Nitrogen Co LP 20,809 3,003,155 3.620%
Southern Copper Corp 98,403 2,988,499 3.603%
Itron Inc 72,994 2,959,907 3.568%
EMCOR Group Inc 64,934 2,891,511 3.486%
AmTrust Financial Services Inc 69,012 2,885,392 3.478%
Myriad Genetics Inc 63,896 2,486,832 2.998%
NeuStar Inc 94,581 2,460,998 2.967%
GameStop Corp 60,519 2,449,204 2.953%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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