STEWARD Mutual Fund Quote

Mutual Funds . USA . 
Fund . STEWARD LARGE CAP
SEECX Fund  USD 26.35  0.16  0.61%   

Market Performance

4 of 100

Odds Of Distress

Less than 2

STEWARD LARGE is trading at 26.35 as of the 30th of March 2023; that is 0.61% increase since the beginning of the trading day. The fund's open price was 26.19. STEWARD LARGE has a very small chance of experiencing financial distress in the next few years but had a somewhat insignificant performance during the last 90 days. Equity ratings for STEWARD LARGE CAP are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of February 2023 and ending today, the 30th of March 2023. Click here to learn more.
CUSIP
860324102
ISIN
US8603241022
Fiscal Year End
April
Under normal circumstances, the fund will invest at least 80 percent of its assets in the securities of large-cap companies included in the funds benchmark index that pass the funds values-based screens. Steward Large is traded on NASDAQ Exchange in the United States. More on STEWARD LARGE CAP

Moving together with STEWARD LARGE

+0.92VSTSXVANGUARD TOTAL STOCKPairCorr
+0.92VTSAXVANGUARD TOTAL STOCKPairCorr
+0.92VSMPXVANGUARD TOTAL STOCKPairCorr
+0.92VTSMXVANGUARD TOTAL STOCKPairCorr
+1.0VITSXVANGUARD TOTAL STOCKPairCorr
+0.91VFINXVANGUARD 500 INDEXPairCorr
+0.91VFFSXVANGUARD 500 INDEXPairCorr

STEWARD LARGE Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. STEWARD LARGE's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding STEWARD LARGE or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fama & French Classification
STEWARD LARGE CAP
Build Portfolio
Macroaxis Advice
The buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of STEWARD LARGE's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong SellOvervalued
Startdate23rd of March 2020
STEWARD LARGE CAP [SEECX] is traded in USA and was established 30th of March 2023. The fund is listed under Large Blend category and is part of Crossmark Steward Funds family. STEWARD LARGE CAP at this time has accumulated 211.77 M in assets with no minimum investment requirements, while the total return for the last 3 years was 6.77%.
Check STEWARD LARGE Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on STEWARD Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding STEWARD Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as STEWARD LARGE CAP Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top STEWARD LARGE CAP Mutual Fund Constituents

ADBEAdobe Systems IncorporatedStockInformation Technology
UNHUnitedHealth Group IncorporatedStockHealth Care
MSFTMicrosoftStockInformation Technology
WFCWells FargoStockFinancials
VZVerizon CommunicationsStockCommunication Services
VVisa Inc ClassStockInformation Technology
TSLATesla IncStockConsumer Discretionary
More Details

STEWARD LARGE Target Price Odds Analysis

Based on a normal probability distribution, the odds of STEWARD LARGE jumping above the current price in 90 days from now is about 23.48%. The STEWARD LARGE CAP probability density function shows the probability of STEWARD LARGE mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon STEWARD LARGE CAP has a beta of -0.1667. This usually implies as returns on benchmark increase, returns on holding STEWARD LARGE are expected to decrease at a much lower rate. During the bear market, however, STEWARD LARGE CAP is likely to outperform the market. Additionally, the company has an alpha of 0.0352, implying that it can generate a 0.0352 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 26.35HorizonTargetOdds Above 26.35
76.18%90 days
 26.35 
23.48%
Based on a normal probability distribution, the odds of STEWARD LARGE to move above the current price in 90 days from now is about 23.48 (This STEWARD LARGE CAP probability density function shows the probability of STEWARD Mutual Fund to fall within a particular range of prices over 90 days) .

STEWARD LARGE CAP Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. STEWARD LARGE market risk premium is the additional return an investor will receive from holding STEWARD LARGE long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in STEWARD LARGE. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although STEWARD LARGE's alpha and beta are two of the key measurements used to evaluate STEWARD LARGE's performance over the market, the standard measures of volatility play an important role as well.
Mean Deviation0.8617
Semi Deviation0.9902
Standard Deviation1.06
Variance1.12

STEWARD LARGE Against Markets

Picking the right benchmark for STEWARD LARGE mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in STEWARD LARGE mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for STEWARD LARGE is critical whether you are bullish or bearish towards STEWARD LARGE CAP at a given time.
 Competition   Compare Correlations

Be your own money manager

Our tools can tell you how much better you can do entering a position in STEWARD LARGE without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run Pair Correlation Now

   

Pair Correlation

Compare performance and examine fundamental relationship between any two equity instruments
All  Next Launch Module

How to buy STEWARD Mutual Fund?

Before investing in STEWARD LARGE, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in STEWARD LARGE. To buy STEWARD LARGE fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of STEWARD LARGE. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase STEWARD LARGE fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located STEWARD LARGE CAP fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased STEWARD LARGE CAP fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as STEWARD LARGE CAP, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in STEWARD LARGE CAP?

The danger of trading STEWARD LARGE CAP is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of STEWARD LARGE is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than STEWARD LARGE. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile STEWARD LARGE CAP is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map. Note that the STEWARD LARGE CAP information on this page should be used as a complementary analysis to other STEWARD LARGE'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 Share Portfolio module to track or share privately all of your investments from the convenience of any device.

Complementary Tools for STEWARD Mutual Fund analysis

When running STEWARD LARGE CAP price analysis, check to measure STEWARD LARGE'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 LARGE is operating at the current time. Most of STEWARD LARGE's value examination focuses on studying past and present price action to predict the probability of STEWARD LARGE's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move STEWARD LARGE's price. Additionally, you may evaluate how the addition of STEWARD LARGE to your portfolios can decrease your overall portfolio volatility.
Technical Analysis
Check basic technical indicators and analysis based on most latest market data
Equity Valuation
Check real value of public entities based on technical and fundamental data
Correlation Analysis
Reduce portfolio risk simply by holding instruments which are not perfectly correlated
Earnings Calls
Check upcoming earnings announcements updated hourly across public exchanges
Stock Tickers
Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites
Instant Ratings
Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance
Global Correlations
Find global opportunities by holding instruments from different markets
Options Analysis
Analyze and evaluate options and option chains as a potential hedge for your portfolios
Financial
Analysis
Details
Buy or Sell
Advice
Details
Technical
Analysis
Details
Please note, there is a significant difference between STEWARD LARGE's value and its price as these two are different measures arrived at by different means. Investors typically determine STEWARD LARGE value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, STEWARD LARGE'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.
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
Feedback Blog
Made with optimal in San Francisco
2023 Macroaxis LLC
COMMON DESTINATIONS
MAIN CATEGORIES
COMPANY