Error: Could not add to watchlist. X
+ Watchlist

Stewart Capital Mid Cap Fund

SCMFX:US
NASDAQ GM
13.55
USD
0.22
1.65%
As of 9:29 AM EDT 6/28/2016
Fund Type
Open-End Fund
52Wk Range
12.40 - 15.77
1 Yr Return
-13.35%
YTD Return
-5.71%
Previous Close
13.33
52Wk Range
12.40 - 15.77
1 Yr Return
-15.34%
YTD Return
-5.71%
Fund Type
Open-End Fund
Objective
Value Mid Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 06/28/2016)
13.55
Total Assets (m USD) (on 06/28/2016)
76.609
Inception Date
12/29/2006
Last Dividend (on 12/30/2015)
0.0565
Dividend Indicated Gross Yield
-
Fund Managers
MALCOLM E POLLEY / CHUCK FRANK
Front Load Fee
-
Back Load Fee
-
Redemption Fee
0.00%
12b-1 Fee
0.25%
Current Mgmt Fee
0.70%
Expense Ratio
1.20%

Top Fund Holdings

Name Position Value % of Fund
486.19 k 5.87 m 7.00
84.92 k 4.13 m 4.92
132.44 k 4.08 m 4.86
3.99 m 3.99 m 4.76
60.17 k 3.92 m 4.67
33.51 k 3.73 m 4.45
116.97 k 3.49 m 4.16
284.68 k 3.43 m 4.10
103.12 k 3.27 m 3.90
129.90 k 3.20 m 3.81
Profile
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 intensely researched companies, it invests at least 80% of its net assets in common stocks of undervalued mid-cap companies.
Address
Stewart Capital Advisors, LLC
800 Philadelphia Street
Indiana, PA 15701
Phone
(877)420-4440