Steward Small Mid Cap Fund Buy Hold or Sell Recommendation

SSMOX Fund  USD 10.83  0.09  0.84%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Steward Small Mid Cap is 'Strong Hold'. Macroaxis provides Steward Small-mid buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding SSMOX positions. The advice algorithm takes into account all of Steward Small-mid's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Steward Small-mid's buy or sell advice are summarized below:
Real Value
10.87
Hype Value
10.83
Market Value
10.83
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Steward Small Mid Cap given historical horizon and risk tolerance towards Steward Small-mid. When Macroaxis issues a 'buy' or 'sell' recommendation for Steward Small Mid Cap, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Steward Small-mid Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
In addition, we conduct extensive research on individual funds such as Steward and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards 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 persons.

Execute Steward Small-mid Buy or Sell Advice

The Steward recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Steward Small Mid Cap. Macroaxis does not own or have any residual interests in Steward Small Mid Cap or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Steward Small-mid's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Steward Small-midBuy Steward Small-mid
Strong Hold

Market Performance

WeakDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

LowDetails

Economic Sensitivity

Responds to the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Steward Small Mid Cap has a Risk Adjusted Performance of 0.0444, Jensen Alpha of (0.06), Total Risk Alpha of (0.07), Sortino Ratio of (0.02) and Treynor Ratio of 0.0382
Our advice tool can cross-verify current analyst consensus on Steward Small-mid and to analyze the entity potential to grow in the current economic cycle. Please use Steward Small Mid year to date return and last dividend paid to make buy, hold, or sell decision on Steward Small-mid.

Steward Small-mid Trading Alerts and Improvement Suggestions

The fund maintains 98.67% of its assets in stocks

Steward Small-mid Returns Distribution Density

The distribution of Steward Small-mid's historical returns is an attempt to chart the uncertainty of Steward Small-mid's future price movements. The chart of the probability distribution of Steward Small-mid daily returns describes the distribution of returns around its average expected value. We use Steward Small Mid Cap price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Steward Small-mid returns is essential to provide solid investment advice for Steward Small-mid.
Mean Return
0.06
Value At Risk
-1.62
Potential Upside
1.44
Standard Deviation
0.98
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Steward Small-mid historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Steward Small-mid Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Steward Small-mid or Crossmark Steward Funds sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Steward Small-mid's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Steward fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
-0.06
β
Beta against NYSE Composite1.43
σ
Overall volatility
0.98
Ir
Information ratio -0.03

Steward Small-mid Volatility Alert

Steward Small Mid Cap has relatively low volatility with skewness of -0.57 and kurtosis of 0.52. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Steward Small-mid's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Steward Small-mid's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Steward Small-mid Fundamentals Vs Peers

Comparing Steward Small-mid's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Steward Small-mid's direct or indirect competition across all of the common fundamentals between Steward Small-mid and the related equities. This way, we can detect undervalued stocks with similar characteristics as Steward Small-mid or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Steward Small-mid's fundamental indicators could also be used in its relative valuation, which is a method of valuing Steward Small-mid by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Steward Small-mid to competition
FundamentalsSteward Small-midPeer Average
Annual Yield0.01 %0.29 %
Year To Date Return1.77 %0.39 %
One Year Return12.67 %4.15 %
Three Year Return2.18 %3.60 %
Five Year Return7.69 %3.24 %
Ten Year Return8.40 %1.79 %
Net Asset256.55 M4.11 B
Last Dividend Paid0.010.65
Cash Position Weight1.33 %10.61 %
Equity Positions Weight98.67 %63.90 %

Steward Small-mid Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Steward . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Steward Small-mid Buy or Sell Advice

When is the right time to buy or sell Steward Small Mid Cap? Buying financial instruments such as Steward Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Steward Small-mid in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Small Growth Funds Thematic Idea Now

Small Growth Funds
Small Growth Funds Theme
Funds or Etfs that invest in stocks of small to mid-sized companies with above-average risk and growth rate that usually reinvest their earnings back into business. The Small Growth Funds theme has 39 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Small Growth Funds Theme or any other thematic opportunities.
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Check out Steward Small-mid Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
You can also try the Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.
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.