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Stewart Capital Mid Cap Fund

SCMFX:US
NASDAQ GM
14.79
USD
0.08
0.54%
As of 9:29 AM EDT 8/26/2016
Fund Type
Open-End Fund
52Wk Range
12.40 - 15.77
1 Yr Return
1.08%
YTD Return
2.92%
Open
14.79
Day Range
14.79 - 14.79
Previous Close
14.87
52Wk Range
12.40 - 15.77
1 Yr Return
3.61%
YTD Return
2.92%
Fund Type
Open-End Fund
Objective
Value Mid Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 08/26/2016)
14.79
Total Assets (m USD) (on 08/26/2016)
82.047
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
276.71 k 4.37 m 5.52
123.29 k 3.92 m 4.94
79.49 k 3.92 m 4.94
31.51 k 3.59 m 4.52
32.41 k 3.39 m 4.27
138.83 k 3.35 m 4.23
70.70 k 3.34 m 4.21
105.44 k 3.24 m 4.09
129.90 k 3.05 m 3.85
243.10 k 2.87 m 3.62
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