STEWARD Mutual Fund Quote

Mutual Funds . USA . 
Fund . STEWARD SMALL-MID CAP
TRDFX Fund  USD 11.16  0.19  1.73%   

Market Performance

3 of 100

Odds Of Distress

Less than 44

STEWARD SMALL-MID is trading at 11.16 as of the 1st of April 2023; that is 1.73 percent increase since the beginning of the trading day. The fund's open price was 10.97. STEWARD SMALL-MID has about a 44 percent probability of financial distress in the next few 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 11th of April 2021 and ending today, the 1st of April 2023. Click here to learn more.
CUSIP
860324839
ISIN
US8603248399
Fiscal Year End
April
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. More on STEWARD SMALL-MID CAP

Moving together with STEWARD SMALL-MID

+1.0NAESXVANGUARD SMALL-CAP INDEXPairCorr
+0.95VSCIXVANGUARD SMALL-CAP INDEXPairCorr
+0.95VSCPXVANGUARD SMALL-CAP INDEXPairCorr
+1.0VSMAXVANGUARD SMALL-CAP INDEXPairCorr
+1.0FSSNXFIDELITY SMALL CAPPairCorr
+1.0DFSTXUS SMALL CAPPairCorr
+0.94PRSVXT ROWE PRICEPairCorr

STEWARD SMALL-MID 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 SMALL-MID's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding STEWARD SMALL-MID or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fama & French Classification
STEWARD SMALL-MID CAP
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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 SMALL-MID's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong BuyFairly Valued
Startdate23rd of March 2020
STEWARD SMALL-MID CAP [TRDFX] is traded in USA and was established 1st of April 2023. The fund is listed under Small Blend category and is part of Crossmark Steward Funds family. STEWARD SMALL-MID CAP at this time has accumulated 157.07 M in assets with no minimum investment requirements, while the total return for the last 3 years was -1.26%.
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

BEATHeartbeamStockHealth Information Services
KNSLKinsale Capital GroupStockFinancials
MTHMeritageStockConsumer Discretionary
RUNSunrun IncStockIndustrials
FDSFactSet Research SystemsStockFinancials
RGENRepligenStockHealth Care
MPWMedical Properties TrustStockReal Estate
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STEWARD SMALL-MID Target Price Odds Analysis

Based on a normal probability distribution, the odds of STEWARD SMALL-MID jumping above the current price in 90 days from now is about 66.36%. The STEWARD SMALL-MID CAP probability density function shows the probability of STEWARD SMALL-MID mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.2827. This usually implies as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, STEWARD SMALL-MID will likely underperform. Additionally, the company has an alpha of 0.0325, implying that it can generate a 0.0325 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 11.16HorizonTargetOdds Above 11.16
33.38%90 days
 11.16 
66.36%
Based on a normal probability distribution, the odds of STEWARD SMALL-MID to move above the current price in 90 days from now is about 66.36 (This STEWARD SMALL-MID CAP probability density function shows the probability of STEWARD Mutual Fund to fall within a particular range of prices over 90 days) .

STEWARD SMALL-MID CAP Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. STEWARD SMALL-MID market risk premium is the additional return an investor will receive from holding STEWARD SMALL-MID 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 SMALL-MID. 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 SMALL-MID's alpha and beta are two of the key measurements used to evaluate STEWARD SMALL-MID's performance over the market, the standard measures of volatility play an important role as well.
Mean Deviation1.06
Semi Deviation1.39
Standard Deviation1.31
Variance1.71

STEWARD SMALL-MID Against Markets

Picking the right benchmark for STEWARD SMALL-MID 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 SMALL-MID 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 SMALL-MID is critical whether you are bullish or bearish towards STEWARD SMALL-MID CAP at a given time.
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Be your own money manager

Our tools can tell you how much better you can do entering a position in STEWARD SMALL-MID 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.

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How to buy STEWARD Mutual Fund?

Before investing in STEWARD SMALL-MID, 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 SMALL-MID. To buy STEWARD SMALL-MID fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of STEWARD SMALL-MID. 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 SMALL-MID fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located STEWARD SMALL-MID 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 SMALL-MID 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 SMALL-MID 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 SMALL-MID CAP?

The danger of trading STEWARD SMALL-MID 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 SMALL-MID 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 SMALL-MID. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile STEWARD SMALL-MID 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 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 Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.

Complementary Tools for STEWARD Mutual Fund analysis

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.
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