STEWARD SMALL-MID Financial Statements From 2010 to 2023

Mutual Funds . USA . 
Fund . STEWARD SMALL-MID CAP
TRDFX Fund  USD 11.14  0.38  3.53%   
STEWARD SMALL-MID financial statements provide useful quarterly and yearly information to potential STEWARD SMALL MID CAP investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on STEWARD SMALL-MID financial statements helps investors assess STEWARD SMALL-MID's valuation, profitability, and current liquidity needs.
STEWARD SMALL MID CAP does not now have any fundamental trend indicators for analysis.
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Check STEWARD SMALL-MID financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among STEWARD main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . STEWARD financial statements analysis is a perfect complement when working with STEWARD SMALL-MID Valuation or Volatility modules. It can also supplement various STEWARD SMALL-MID Technical models . Check out the analysis of STEWARD SMALL-MID Correlation against competitors.

STEWARD Equity Positions Weight Analysis

STEWARD SMALL-MID's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Stock Percentage 
 = 
% of Equities 
 
in the fund 
More About Equity Positions Weight | All Equity Analysis

Current STEWARD SMALL-MID Equity Positions Weight

    
  98.67 %  
Most of STEWARD SMALL-MID's fundamental indicators, such as Equity Positions Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, STEWARD SMALL MID CAP is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
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STEWARD SMALL-MID Equity Positions Weight Component Assessment

According to the company disclosure, STEWARD SMALL MID CAP has an Equity Positions Weight of 98%. This is much higher than that of the Crossmark Steward Funds family and significantly higher than that of the Small Blend category. The equity positions weight for all United States funds is notably lower than that of the firm.

STEWARD SMALL-MID CAP Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining STEWARD SMALL-MID's current stock value. Our valuation model uses many indicators to compare STEWARD SMALL-MID value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across STEWARD SMALL-MID competition to find correlations between indicators driving STEWARD SMALL-MID's intrinsic value. More Info.
STEWARD SMALL MID CAP is rated top fund in five year return among similar funds. It is rated top fund in price to sales among similar funds fabricating about  0.43  of Price to Sales per Five Year Return. The ratio of Five Year Return to Price to Sales for STEWARD SMALL MID CAP is roughly  2.31 . Comparative valuation analysis is a catch-all model that can be used if you cannot value STEWARD SMALL-MID by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for STEWARD SMALL-MID's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the STEWARD SMALL-MID's earnings, one of the primary drivers of an investment's value.

About STEWARD SMALL-MID Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include STEWARD SMALL-MID income statement, its balance sheet, and the statement of cash flows. STEWARD SMALL-MID investors use historical funamental indicators, such as STEWARD SMALL-MID's revenue or net income, to determine how well the company is positioned to perform in the future. Although STEWARD SMALL-MID investors may use each financial statement separately, they are all related. The changes in STEWARD SMALL-MID's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on STEWARD SMALL-MID's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on STEWARD SMALL-MID Financial Statements. Understanding these patterns can help to make the right decision on long term investment in STEWARD SMALL-MID. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund will invest at least 80 percent of its assets in the securities of small- to mid-cap companies included in the funds benchmark index that pass the funds values-based screens. Steward Small-Mid is traded on NASDAQ Exchange in the United States.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards STEWARD SMALL-MID in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, STEWARD SMALL-MID's short interest history, or implied volatility extrapolated from STEWARD SMALL-MID options trading.

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Check out the analysis of STEWARD SMALL-MID Correlation against competitors. Note that the STEWARD SMALL-MID CAP information on this page should be used as a complementary analysis to other STEWARD SMALL-MID'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 Technical Analysis module to check basic technical indicators and analysis based on most latest market data.

Complementary Tools for STEWARD Mutual Fund analysis

When running STEWARD SMALL-MID's price analysis, check to measure STEWARD SMALL-MID'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-MID is operating at the current time. Most of STEWARD SMALL-MID's value examination focuses on studying past and present price action to predict the probability of STEWARD SMALL-MID'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-MID's price. Additionally, you may evaluate how the addition of STEWARD SMALL-MID to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between STEWARD SMALL-MID's value and its price as these two are different measures arrived at by different means. Investors typically determine if STEWARD SMALL-MID 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-MID'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.
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