STEWARD SMALL Competition

TRDFX Fund  USD 11.10  0.05  0.45%   
STEWARD SMALL-MID CAP competes with MAINSTAY CONVERTIBLE, ALLIANZGI CONVERTIBLE, FRANKLIN CONVERTIBLE, Lord Abbett, and INVESCO CONVERTIBLE; as well as few others. The fund is listed under Small Blend category and is part of Crossmark Steward Funds family. Analyzing STEWARD SMALL competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of STEWARD SMALL to its intrinsic valuation because they are able to contrast its competitors on a relative basis.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of STEWARD SMALL competition on your existing holdings. Check out STEWARD SMALL Correlation with its peers.
  
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Sophisticated investors, who have witnessed many market ups and downs, frequently view the market will even out over time. This tendency of STEWARD SMALL's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy. Please use the tools below to analyze the current value of STEWARD SMALL in the context of predictive analytics.
Hype
Prediction
LowEstimatedHigh
10.2711.1011.93
Details
Intrinsic
Valuation
LowRealHigh
10.3811.2112.04
Details
Naive
Forecast
LowNextHigh
10.1510.9811.81
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
10.9411.6212.30
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as STEWARD SMALL. Your research has to be compared to or analyzed against STEWARD SMALL's peers to derive any actionable benefits. When done correctly, STEWARD SMALL's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in STEWARD SMALL-MID CAP.

STEWARD SMALL Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between STEWARD SMALL and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of STEWARD and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of STEWARD SMALL-MID CAP does not affect the price movement of the other competitor.
MCCVX
ANCMX
FISCX
LCFYX
CNSDX
VAADX
PRCCX
MCCVX
0.960.970.650.970.960.96
MCCVX
ANCMX
0.960.930.70.991.01.0
ANCMX
FISCX
0.970.930.640.940.930.92
FISCX
LCFYX
0.650.70.640.680.710.7
LCFYX
CNSDX
0.970.990.940.680.991.0
CNSDX
VAADX
0.961.00.930.710.990.99
VAADX
PRCCX
0.961.00.920.71.00.99
PRCCX
MCCVX
ANCMX
FISCX
LCFYX
CNSDX
VAADX
PRCCX
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio

Risk-Adjusted Indicators

There is a big difference between STEWARD Mutual Fund performing well and STEWARD SMALL Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze STEWARD SMALL's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

STEWARD SMALL Competitive Analysis

The better you understand STEWARD SMALL competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, STEWARD SMALL's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across STEWARD SMALL's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
TRDFXMCCVXANCMXFISCXLCFYXCNSDXVAADXPRCCX
 0.45 
 11.10 
STEWARD
 0.69 
 17.25 
MAINSTAY
 0.37 
 29.60 
ALLIANZGI
 0.61 
 19.53 
FRANKLIN
 0.58 
 12.10 
Lord
 0.09 
 21.05 
INVESCO
 0.40 
 30.03 
Virtus
 0.47 
 21.03 
Putnam
Market Volatility
(90 Days Market Risk)
Market Performance
(90 Days Performance)
Odds of Financial Distress
(Probability Of Bankruptcy)
Current Valuation
(Equity Enterprise Value)
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
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Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Net Asset
Minimum Initial Investment
Five Year Return
One Year Return
Last Dividend Paid
Price to Sales
Price to Book
Cash Position Weight
Equity Positions Weight
Three Year Return
Bond Positions Weight
Ten Year Return
Price to Earning
Daily Balance Of Power
Day Typical Price
Rate Of Daily Change
Day Median Price
Price Action Indicator
Coefficient Of Variation
Mean Deviation
Jensen Alpha
Total Risk Alpha
Standard Deviation
Kurtosis
Potential Upside
Treynor Ratio
Maximum Drawdown
Variance
Market Risk Adjusted Performance
Risk Adjusted Performance
Skewness
Information Ratio
Value At Risk

STEWARD SMALL Competition Performance Charts

Five steps to successful analysis of STEWARD SMALL Competition

STEWARD SMALL's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by STEWARD SMALL-MID CAP in relation to its competition. STEWARD SMALL's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of STEWARD SMALL in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact STEWARD SMALL's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to STEWARD SMALL-MID CAP, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your STEWARD SMALL position

In addition to having STEWARD SMALL in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Disruptive Technologies Thematic Idea Now

Disruptive Technologies
Disruptive Technologies Theme
New or established technology companies and funds across multiple sectors that are involved in development or marketing of products or services that experience disruptive trends and that are at the forefront of discussions on Wall Street. The Disruptive Technologies theme has 62 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Disruptive Technologies Theme or any other thematic opportunities.
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Check out STEWARD SMALL Correlation with its peers. Note that the STEWARD SMALL-MID CAP information on this page should be used as a complementary analysis to other STEWARD SMALL's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.

Complementary Tools for STEWARD Mutual Fund analysis

When running STEWARD SMALL's price analysis, check to measure STEWARD SMALL's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy STEWARD SMALL is operating at the current time. Most of STEWARD SMALL's value examination focuses on studying past and present price action to predict the probability of STEWARD SMALL's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move STEWARD SMALL's price. Additionally, you may evaluate how the addition of STEWARD SMALL to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between STEWARD SMALL's value and its price as these two are different measures arrived at by different means. Investors typically determine if STEWARD SMALL is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, STEWARD SMALL's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.