Steward Funds

Fund Complex: Steward Funds
Management Company: Crossmark Global Investments, Inc.(formerly Capstone Asset Management Company, Inc)
Funds Affected: Steward Global Equity Income Fund, Steward International Enhanced Index Fund, Steward Large Cap Enhanced Index Fund, Steward Select Bond Fund, Steward Small-Mid Cap Enhanced Index Fund and Steward Covered Call Income Fund, Steward Covered Call Income Fund
Sustainable Investing Strategy:  Religious/Ethical/Values Based, Negative Screening (exclusions)
Summary:
The funds use their best efforts to avoid investing in companies that are materially involved with mature content, life ethics, alcohol, gambling or tobacco, although up to 5% of total assets may be invested in certain collective investment vehicles or derivatives that may include prohibited companies.

The funds offer investors the opportunity to pursue investment goals while being consistent with widely held traditional values. Thus, in pursuing their investment objectives, each fund applies a comprehensive set of values-based screens to all its investments. Among other investment restrictions, the funds use their best efforts to avoid investing in companies that are recognized as being materially involved with mature content, life ethics, alcohol, gambling or tobacco although a fund may invest up to 5% of its total assets in certain collective investment vehicles or derivatives that may include prohibited companies. The funds may apply additional values screening criteria that are deemed by the funds’ Board of Directors, in consultation with Crossmark Consulting, to be consistent with widely held traditional values. If a company already held by a fund is added to the list of prohibited companies, the fund will generally sell the securities of such company, although the sale may be delayed if such securities are illiquid or if the fund’s investment adviser determines that an immediate sale would have a negative tax or other effect on the fund.