Steward Small Mid Cap Fund Quote
| TRDFX Fund | USD 14.29 0.02 0.14% |
Performance13 of 100
| Odds Of DistressLess than 18
|
Steward Small-mid is trading at 14.29 as of the 2nd of December 2024; that is 0.14 percent up since the beginning of the trading day. The fund's open price was 14.27. Steward Small-mid has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 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 May 2024 and ending today, the 2nd of December 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
| 1.0 | SSMOX | Steward Small Mid | PairCorr |
| 1.0 | SCECX | Steward Small Mid | PairCorr |
| 0.91 | SCJAX | Steward Ered Call | PairCorr |
| 0.91 | SCJCX | Steward Ered Call | PairCorr |
| 0.91 | SCJIX | Steward Ered Call | PairCorr |
Moving against Steward Mutual Fund
Steward Mutual Fund Highlights
| Fund Concentration | Crossmark Steward Funds, Large Funds, Small Blend Funds, Small Blend, Crossmark Steward Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of August 2022 |
| Fiscal Year End | April |
Steward Small Mid Cap [TRDFX] is traded in USA and was established 2nd of December 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 20.02% with the current yeild of 0.01%, while the total return for the last 3 years was 5.37%.
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
| NKTR | Nektar Therapeutics | Stock | Health Care | |
| WSM | Williams Sonoma | Stock | Consumer Discretionary | |
| COOP | Mr Cooper Group | Stock | Financials | |
| RH | RH | Stock | Consumer Discretionary | |
| OLED | Universal Display | Stock | Information Technology | |
| CGNX | Cognex | Stock | Information Technology | |
| AXON | Axon Enterprise | Stock | Industrials | |
| FLGT | Fulgent Genetics | Stock | Health Care |
Steward Small Mid Risk Profiles
| Mean Deviation | 0.7661 | |||
| Semi Deviation | 0.6649 | |||
| Standard Deviation | 1.1 | |||
| Variance | 1.22 |
Steward Small-mid Against Markets
Other Information on Investing in Steward Mutual Fund
Steward Small-mid 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 Small-mid security.
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