Steward Small Mid Cap Fund Quote

TRDFX Fund  USD 12.58  0.11  0.88%   


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Odds Of Distress

Less than 20

Steward Small-mid is trading at 12.58 as of the 26th of May 2024; that is 0.88 percent up since the beginning of the trading day. The fund's open price was 12.47. 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 6th of June 2022 and ending today, the 26th of May 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

  1.0SSMOX Steward Small MidPairCorr
  0.64SSMEX Steward Small MidPairCorr
  1.0SCECX Steward Small MidPairCorr
  0.84SCJAX Steward Ered CallPairCorr
  0.86SCJCX Steward Ered CallPairCorr
  0.84SCJIX Steward Ered CallPairCorr
  0.73SCJKX Steward Ered CallPairCorr

Steward 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.
Fund ConcentrationCrossmark Steward Funds, Large Funds, Small Blend Funds, Small Blend, Crossmark Steward Funds (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date28th of August 2022
Fiscal Year EndApril
Steward Small Mid Cap [TRDFX] is traded in USA and was established 26th of May 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 6.17% with the current yeild of 0.01%, while the total return for the last 3 years was 4.15%.
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

LWLamb Weston HoldingsStockConsumer Staples
RNRRenaissancere HoldingsStockFinancials
PKGPackaging Corp ofStockMaterials
MSCIMSCI IncStockFinancials
AXONAxon EnterpriseStockIndustrials
TFXTeleflex IncorporatedStockHealth Care
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Steward Small Mid 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.

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. Please also check how Steward Small-mid's historical prices are related to one of the top price index indicators.

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, change in net worth, 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 affecting your buy or sell decision. 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 Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Steward Small Mid 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 to better understand how to build diversified portfolios, which includes a position in Steward Small Mid Cap. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in census.
Note that the Steward Small Mid 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 the Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.
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 if Steward Small-mid is a good investment 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.