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Stewart Capital Mid Cap Fund

SCMFX:US
Liquidated
SCMFX:US was liquidated
USD
Fund Type
Open-End Fund
Before it's here, it's on the Bloomberg Terminal.
Learn More
Fund Type
Open-End Fund
Objective
Value Mid Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on -)
-
Total Assets (m USD) (on 11/18/2016)
7.606
Inception Date
12/29/2006
Last Dividend (on 11/18/2016)
-
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
26.23 k 3.27 m 4.26
90.57 k 3.13 m 4.07
181.46 k 3.07 m 4.00
27.32 k 3.07 m 4.00
103.19 k 3.07 m 3.99
51.19 k 3.05 m 3.97
102.78 k 2.84 m 3.69
34.80 k 2.65 m 3.45
188.22 k 2.56 m 3.34
43.80 k 2.56 m 3.33
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