STEWARD Mutual Fund Buy Hold or Sell Recommendation

Mutual Funds . USA . 
Fund . STEWARD SMALL-MID CAP
TRDFX Fund  USD 11.16  0.19  1.73%   
Assuming the 90 days horizon and your highly speculative risk level, our recommendation regarding STEWARD SMALL-MID CAP is 'Strong Buy'. 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 TRDFX 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.
  
The advice is provided from STEWARD SMALL-MID's buy-and-hold perspective. 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. We conduct extensive research on individual funds such as STEWARD and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards STEWARD SMALL-MID CAP.

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 Buy

Volatility

Not too volatile
Details

Hype Condition

Stale
Details

Current Valuation

Fairly Valued
Details

Odds of Distress

Below Average
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Economic Sensitivity

Responds to the market
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Analyst Consensus

Not Available
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For the selected time horizon STEWARD SMALL-MID CAP has a Risk Adjusted Performance of 0.0431, Jensen Alpha of 0.0325, Total Risk Alpha of 0.0316, Sortino Ratio of 0.0241 and Treynor Ratio of 0.0353
Our advice tool can cross-verify current analyst consensus on STEWARD SMALL-MID and to analyze the entity potential to grow next year. Use STEWARD SMALL-MID number of employees and net asset to ensure your buy or sell decision on STEWARD SMALL-MID CAP is adequate.

STEWARD SMALL-MID Trading Alerts and Improvement Suggestions

The fund generated three year return of -1.0%
STEWARD SMALL-MID CAP 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 stock 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 Return0.06Value At Risk-2.39
Potential Upside1.86Standard Deviation1.31
   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.
Backtest STEWARD SMALL-MID CAP

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		0.032494
β
Beta against NYSE Composite1.28
σ
Overall volatility		1.30
Ir
Information ratio 0.027

STEWARD SMALL-MID Volatility Alert

STEWARD SMALL-MID CAP has relatively low volatility with skewness of -0.33 and kurtosis of -0.63. However, we advise all investors to independently investigate STEWARD SMALL-MID CAP to ensure all accessible information is consistent with the expectations about its upside potential and future expected returns. 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 stocks 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
Price to Earning19.41 X6.53 X
Price to Book1.76 X0.74 X
Price to Sales0.81 X0.61 X
One Year Return(7.40) %4.15 %
Three Year Return(1.26) %3.60 %
Five Year Return1.87 %3.24 %
Ten Year Return8.56 %1.79 %
Net Asset157.07 M4.11 B
Last Dividend Paid0.010.65
Cash Position Weight1.33 %10.61 %
Equity Positions Weight98.67 %63.90 %

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.

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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.

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Healthcare Theme
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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. 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 Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.

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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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