STEWARD Mutual Fund Financials

TRDFX Fund  USD 11.96  0.15  1.24%   
You can exercise STEWARD SMALL-MID fundamental data analysis to find out if markets are now mispricing the entity. We were able to analyze and collect data for fourteen available drivers for STEWARD SMALL-MID CAP, which can be compared to its competition. Use STEWARD SMALL-MID CAP number of employees and net asset to make sure your decision on pricing STEWARD SMALL-MID CAP is adequate. Use STEWARD SMALL-MID to protect your portfolios against small market fluctuations. Benchmarks are essential to demonstrate the utility of optimization algorithms. The fund experiences a somewhat bearish sentiment, but the market may correct it shortly. Check odds of STEWARD SMALL-MID to be traded at $11.6 in 90 days.
  
With this module, you can analyze STEWARD financials for your investing period. You should be able to track the changes in STEWARD SMALL-MID individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
Understanding current and past STEWARD SMALL-MID Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of STEWARD SMALL-MID's financial statements are interrelated, with each one affecting the others. For example, an increase in STEWARD SMALL-MID's assets may result in an increase in income on the income statement.
Chance Of Financial Distress
Less than 44
STEWARD SMALL-MID CAP has less than 44 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for STEWARD SMALL-MID mutual fund is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity. More Info
The data published in STEWARD SMALL-MID's official financial statements usually reflect STEWARD SMALL-MID's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of STEWARD SMALL-MID CAP. For example, before you start analyzing numbers published by STEWARD accountants, it's critical to develop an understanding of what STEWARD SMALL-MID's liquidity, profitability, and earnings quality are in the context of the Crossmark Steward Funds space in which it operates.
Please note that past performance is not an indicator of the future performance of STEWARD SMALL-MID, 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-MID Company Summary

STEWARD SMALL-MID competes with FIDELITY SMALL, Boeing, Aquagold International, Barloworld, and Morningstar Unconstrained. 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.
InstrumentUSA Mutual Fund View All
ExchangeNMFQS Exchange
Business AddressSteward Funds,
Mutual Fund FamilyCrossmark Steward Funds
Mutual Fund CategorySmall Blend
BenchmarkNYSE Composite
Phone888 845 6910
CurrencyUSD - US Dollar
You should never invest in STEWARD SMALL-MID without having analyzed its financial statements. 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-MID's financial statements can give you an edge over other investors and help to ensure that your investments perform well for you.

STEWARD SMALL-MID Key Financial Ratios

Generally speaking, 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. 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 CAP reports annually and quarterly.

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 last dividend paid among similar funds. It is rated top fund in cash position weight among similar funds creating about  133.00  of Cash Position Weight per Last Dividend Paid. . 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.

STEWARD SMALL-MID CAP 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 twenty-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on STEWARD SMALL-MID CAP 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 CAP 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.
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About STEWARD SMALL-MID Financials

What exactly are STEWARD SMALL-MID Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include STEWARD SMALL-MID's income statement, its balance sheet, and the statement of cash flows. Potential STEWARD SMALL-MID investors and stakeholders use financial statements 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. Please read more on our technical analysis and fundamental analysis pages.

Steps to analyze STEWARD SMALL-MID Financials for Investing

There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines you should consider when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase yearly due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt-to-equity ratio because this number will tell you how much risk it has. If a company such as STEWARD SMALL-MID is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to determine if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that the net revenue of STEWARD has grown by more than 25% over the last five years, then there is a good chance that it will continue growing by at least 20% or more each year. On the other hand, if you see that net revenue has only increased by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it.
In summary, you can determine if STEWARD SMALL-MID's financials are consistent with your investment objective using the following steps:
  • Review STEWARD SMALL-MID's balance sheet accounts, such as liabilities and equity, to understand its overall financial position.
  • Analyze the income statement and examine the company's revenue, expenses, and profits over time to determine its financial performance.
  • Study the cash flow inflows and outflows to understand STEWARD SMALL-MID's liquidity and solvency.
  • Look at the growth rates in revenue, earnings, and cash flow over time to determine its potential for future growth.
  • Compare STEWARD SMALL-MID's financials to those of its peers to see how it stacks up and identify any potential red flags.
  • Use valuation ratios to evaluate the company's financials using commonly used ratios such as the price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and enterprise value-to-earnings before interest, taxes, depreciation, and amortization (EV/EBITDA) ratio to determine if STEWARD SMALL-MID's stock is overvalued or undervalued.
Remember, these are just guidelines and should not be the only basis for investment decisions. It is always important to conduct additional research and seek professional advice. STEWARD SMALL-MID CAP is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Blend category is currently estimated at about 214.17 Billion. STEWARD SMALL-MID adds roughly 157.07 Million in net asset claiming only tiny portion of funds listed under Small Blend category.

STEWARD SMALL-MID February 7, 2023 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.
Additionally, take a look at World Market Map. 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 ETF Directory module to find actively traded Exchange Traded Funds (ETF) from around the world.

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When running STEWARD SMALL-MID CAP 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 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 STEWARD SMALL-MID value 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.