What You Need to Know
- Doll will co-manage three large-cap, one small-cap and one equity neutral fund.
- All five funds are actively managed equity funds; all use exclusionary screens to align with investor values.
- Operating expenses range from 0.65% to 2.55% depending on share class and A shares carry a 5.75% load.
Bob Doll, the chief investment officer of faith-based Crossmark Global Investments, is now also the co-portfolio manager of five new actively managed equity mutual funds.
They are the Steward Large Cap Core Fund (Institutional: SJCIX), Steward Large Cap Growth Fund (SJGIX), Steward Large Cap Value Fund (SJVIX), Steward Equity Market Neutral Fund (SMNIX) and Steward Small Cap Growth Fund (SKGIX).
“This new lineup enables investors to select strategies across a broader range of asset classes providing a greater opportunity to design a comprehensive, values-based portfolio,” said Doll, in a statement.
He will co-manage the funds with Brent Lium, head of equity investments at Crossmark, who has been with the firm for a little over two years after spending close to 18 at Invesco.
Doll joined Crossmark last June from Nuveen, where he was chief equity strategist for nine years following a similar position at BlackRock and serving as chief investment officer at Merrill Lynch and OppenheimerFunds.