Steward Small Mid Cap Fund Quote

TRDFX Fund  USD 13.89  0.09  0.64%   

Performance

9 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 20

 
High
 
Low
Low
Steward Small-mid is trading at 13.89 as of the 14th of November 2024; that is 0.64 percent down since the beginning of the trading day. The fund's open price was 13.98. Steward Small-mid has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Steward Small Mid Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 15th of October 2024 and ending today, the 14th of November 2024. Click here to learn more.
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. More on Steward Small Mid Cap

Moving together with Steward Mutual Fund

  0.93SSMOX Steward Small MidPairCorr
  1.0SCECX Steward Small MidPairCorr
  0.91SCJAX Steward Ered CallPairCorr
  0.93SCJCX Steward Ered CallPairCorr
  0.88SCJIX Steward Ered CallPairCorr

Moving against Steward Mutual Fund

  0.45SEAKX Steward Select BondPairCorr
  0.43SEACX Steward Select BondPairCorr

Steward Mutual Fund Highlights

Fund ConcentrationCrossmark Steward Funds, Large Funds, Small Blend Funds, Small Blend, Crossmark Steward Funds (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date28th of August 2022
Fiscal Year EndApril
Steward Small Mid Cap [TRDFX] is traded in USA and was established 14th of November 2024. Steward Small-mid is listed under Crossmark Steward Funds category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Crossmark Steward Funds family. This fund at this time has accumulated 174.53 M in assets with no minimum investment requirementsSteward Small Mid is currently producing year-to-date (YTD) return of 18.02% with the current yeild of 0.01%, while the total return for the last 3 years was 4.45%.
Check Steward Small-mid 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 Small Mid 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 Small Mid Cap Mutual Fund Constituents

ATOAtmos EnergyStockUtilities
MSCIMSCI IncStockFinancials
TERTeradyneStockInformation Technology
BRBroadridge Financial SolutionsStockInformation Technology
CELHCelsius HoldingsStockConsumer Staples
SIVBSVB Financial GroupStockFinancials
IIPRInnovative Industrial PropertiesStockReal Estate
NSPInsperityStockIndustrials
More Details

Steward Small Mid Risk Profiles

Steward Small-mid Against Markets

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.
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