Steward Equity Financials
| SMNAX Fund | USD 27.96 0.16 0.57% |
Steward |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Steward Equity Fund Summary
Steward Equity competes with Ab Value, Century Small, Multimedia Portfolio, L Abbett, and T Rowe. Under normal market conditions, the fund invests at least 80 percent of its assets in equity securities. The manager implements its market neutral strategy by establishing long and short positions in a diversified portfolio of equity securities, subject to the limitations of the funds values-based screening policies on long positions. It may invest a portion of its assets in small- and mid-cap companies. The fund may also invest in other investment companies and real estate investment trusts.Specialization | Equity Market Neutral, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Steward Funds, |
| Mutual Fund Family | Crossmark Steward Funds |
| Mutual Fund Category | Equity Market Neutral |
| Benchmark | Dow Jones Industrial |
| Phone | 888 845 6910 |
| Currency | USD - US Dollar |
Steward Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Steward Equity's current stock value. Our valuation model uses many indicators to compare Steward Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Steward Equity competition to find correlations between indicators driving Steward Equity's intrinsic value. More Info.Steward Equity Market is rated top fund in annual yield among similar funds. It also is rated top fund in net asset among similar funds making up about 1,886,063,622 of Net Asset per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Steward Equity's earnings, one of the primary drivers of an investment's value.Steward Equity Market Systematic Risk
Steward Equity's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Steward Equity volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Steward Equity Market correlated with the market. If Beta is less than 0 Steward Equity generally moves in the opposite direction as compared to the market. If Steward Equity Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Steward Equity Market is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Steward Equity is generally in the same direction as the market. If Beta > 1 Steward Equity moves generally in the same direction as, but more than the movement of the benchmark.
Steward Equity December 11, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Steward Equity help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Steward Equity Market. We use our internally-developed statistical techniques to arrive at the intrinsic value of Steward Equity Market based on widely used predictive technical indicators. In general, we focus on analyzing Steward Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Steward Equity's daily price indicators and compare them against related drivers.
| Information Ratio | (0.45) | |||
| Maximum Drawdown | 2.57 | |||
| Value At Risk | (0.72) | |||
| Potential Upside | 0.6762 |
Other Information on Investing in Steward Mutual Fund
Steward Equity 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 Equity security.
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