Steward Small-mid Financials
| TRDFX Fund | USD 13.10 0.09 0.69% |
Steward |
Please note that you must use caution to infer results of funds 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-mid Fund Summary
Steward Small-mid competes with Steward Small, Steward Covered, Steward Covered, Steward Covered, and Steward Select. 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 | Dow Jones Industrial |
| Phone | 888 845 6910 |
| Currency | USD - US Dollar |
Steward Small-mid Key Financial Ratios
Steward Small-mid's financial ratios allow both analysts and investors to convert raw data from Steward Small-mid's financial statements into concise, actionable information that can be used to evaluate the performance of Steward Small-mid over time and compare it to other companies across industries.Steward Financial Ratios 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 price to earning among similar funds. It also 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 . 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.Steward Small Mid Systematic Risk
Steward Small-mid's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Steward Small-mid 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 thirty with a total number of output elements of thirty-one. 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-mid generally moves in the opposite direction as compared to the market. If Steward Small-mid 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-mid is generally in the same direction as the market. If Beta > 1 Steward Small-mid moves generally in the same direction as, but more than the movement of the benchmark.
Steward Small-mid August 31, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Steward Small-mid 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-mid's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.44 | |||
| Information Ratio | (0.02) | |||
| Maximum Drawdown | 8.67 | |||
| Value At Risk | (1.38) | |||
| Potential Upside | 2.08 |
Other Information on Investing in Steward Mutual Fund
Steward Small-mid financial ratios help investors to determine whether Steward Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Steward with respect to the benefits of owning Steward Small-mid security.
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume |