• 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

16.41 USD 0.02 0.12%

As of 09:29:30 ET on 04/17/2014.

Snapshot for Stewart Capital Mid Cap Fund (SCMFX)

Year To Date: +5.67% 3-Month: +3.86% 3-Year: +13.54% 52-Week Range: 12.82 - 16.78
1-Month: +1.42% 1-Year: +27.38% 5-Year: +21.43% Beta vs MID: 0.99

Mutual Fund Chart for SCMFX

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  • SCMFX:US 16.41
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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 2014-04-17) 16.41
Assets (M) (on 2014-04-17) 68.22
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) 4.44

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: 03/31/2014
Name Position Value % of Total
Conversant Inc 125,879 3,543,494 5.134%
Federated Prime Obligations Fu 3,256,745 3,256,745 4.718%
EMCOR Group Inc 61,217 2,864,343 4.150%
Myriad Genetics Inc 80,979 2,768,672 4.011%
Terra Nitrogen Co LP 17,874 2,720,065 3.941%
AmTrust Financial Services Inc 71,248 2,679,637 3.882%
Southern Copper Corp 81,809 2,381,460 3.450%
Tech Data Corp 38,633 2,355,068 3.412%
Skyworks Solutions Inc 62,763 2,354,868 3.412%
CF Industries Holdings Inc 8,732 2,275,908 3.297%

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

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