Houston-based Crossmark Global Investments, a faith-based firm that offers values-based investments, is expanding its lineup of mutual funds with five new funds to be managed by financial industry thought leader Bob Doll, the firm announced today.

Crossmark now offers a total of 11 Steward Mutual Funds. The five new funds will be managed by Doll, Crossmark’s chief investment officer, and Brent Lium, head of equity investments at Crossmark.

The Steward Mutual Funds include equity and fixed-income sectors that provide values-based screens for investors who wish to align their values with their investments.

The new funds are Steward Large Cap Core Fund (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).

Doll and Lium have decades of investing and asset allocation experience and are both chartered financial analyst charterholders, Crossmark said.

“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,” Doll said in a statement.

According to Morningstar, investors put $51.1 billion of net new money into socially responsible investments in 2020 —the fifth year in a row of record-breaking investments. The Steward strategies not only incorporate exclusionary screening to avoid companies not considered values based, but also provide inclusionary screening capabilities to increase the allocation of those companies that strive to do good for the community, Crossmark said.

“With our unique exclusionary and inclusionary screening processes, these strategies are held to a high ethical standard, and will allow our clients to match their investments with their values,” Lium said in a statement.