Steward Small Financials
| TRDFX Fund | USD 12.24 0.01 0.08% |
Steward |
Please note that past performance is not an indicator of the future performance of Steward Small, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Steward Small Fund Summary
Steward Small competes with T Rowe, Morningstar Unconstrained, and SPACE. 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. The companies included in the benchmark index represent a broad spectrum of the U.S. economy and are generally U.S. issuers. Its investments may also include other investment companies and real estate investment trusts.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Steward Funds, |
| Mutual Fund Family | Crossmark Steward Funds |
| Mutual Fund Category | Small Blend |
| Benchmark | NYSE Composite |
| Phone | 888 845 6910 |
| Currency | USD - US Dollar |
You should never invest in Steward Small Mid Cap without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Steward Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Steward Small's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Steward Small Key Financial Ratios
Generally speaking, Steward Small's financial ratios allow both analysts and investors to convert raw data from Steward Small's financial statements into concise, actionable information that can be used to evaluate the performance of Steward Small over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Steward Small Mid reports annually and quarterly.Steward Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Steward Small's current stock value. Our valuation model uses many indicators to compare Steward Small 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 competition to find correlations between indicators driving Steward Small's intrinsic value. More Info.Steward Small Mid Cap is rated second largest fund in price to earning among similar funds. It is rated top fund in price to book among similar funds fabricating about 0.09 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Steward Small Mid Cap is roughly 11.03 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Steward Small by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Steward Small'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's earnings, one of the primary drivers of an investment's value.Steward Small Mid Systematic Risk
Steward Small's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Steward Small volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Steward Small Mid correlated with the market. If Beta is less than 0 Steward Small generally moves in the opposite direction as compared to the market. If Steward Small Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Steward Small Mid is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Steward Small is generally in the same direction as the market. If Beta > 1 Steward Small moves generally in the same direction as, but more than the movement of the benchmark.
Steward Small April 24, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Steward Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Steward Small Mid Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Steward Small Mid Cap based on widely used predictive technical indicators. In general, we focus on analyzing Steward Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Steward Small's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.13 | |||
| Information Ratio | (0.02) | |||
| Maximum Drawdown | 4.3 | |||
| Value At Risk | (1.53) | |||
| Potential Upside | 1.58 |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Steward Small Mid Cap. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in census. Note that the Steward Small Mid 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 Transaction History module to view history of all your transactions and understand their impact on performance.