Steward Small-mid Competition

SSMOX Fund  USD 12.84  0.05  0.39%   
Steward Small Mid competes with Steward Small-mid, Steward Covered, Steward Covered, Steward Covered, and Steward Select; as well as few others. The fund is listed under Small Blend category and is part of Crossmark Steward Funds family. Analyzing Steward Small-mid competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Steward Small-mid to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Steward Small-mid Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Steward Small-mid competition on your existing holdings.
  
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Hype
Prediction
LowEstimatedHigh
11.7812.8413.90
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Intrinsic
Valuation
LowRealHigh
11.5912.6513.71
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Naive
Forecast
LowNextHigh
11.8412.9013.97
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Bollinger
Band Projection (param)
LowerMiddle BandUpper
12.4112.6612.91
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Steward Small-mid Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Steward Small-mid and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Steward and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Steward Small Mid does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
SCJCXSCJAX
SCJIXSCJAX
SCJIXSCJCX
SEAKXSEACX
SEECXSCECX
SEECXSCJIX
  
High negative correlations   
SEAKXSCJIX
SEACXSCJIX
SEECXSEAKX
SEAKXSCJAX
SEECXSEACX
SEAKXSCJCX

Risk-Adjusted Indicators

There is a big difference between Steward Mutual Fund performing well and Steward Small-mid Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Steward Small-mid's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

Steward Small-mid Competitive Analysis

The better you understand Steward Small-mid competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Steward Small-mid's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Steward Small-mid's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
SSMOX SCECX SCJAX SCJCX SCJIX SEAAX SEACX SEABX SEAKX SEECX
 0.39 
 12.84 
Steward
 0.34 
 14.72 
Steward
 0.35 
 8.49 
Steward
 0.36 
 8.38 
Steward
 0.35 
 8.62 
Steward
 0.00 
 24.64 
Steward
 0.13 
 22.44 
Steward
 0.00 
 24.25 
Steward
 0.27 
 22.59 
Steward
 0.68 
 38.43 
Steward
Market Volatility
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Market Performance
(90 Days Performance)
Odds of Financial Distress
(Probability Of Bankruptcy)
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(Equity Enterprise Value)
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Period Momentum Indicator
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Price Action Indicator
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Jensen Alpha
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Sortino Ratio
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Risk Adjusted Performance
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Downside Deviation
Semi Variance

Steward Small-mid Competition Performance Charts

Five steps to successful analysis of Steward Small-mid Competition

Steward Small-mid's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Steward Small Mid in relation to its competition. Steward Small-mid's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Steward Small-mid in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Steward Small-mid's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Steward Small Mid, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Steward Small-mid position

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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Run Petroleum and Natural Gas Thematic Idea Now

Petroleum and Natural Gas
Petroleum and Natural Gas Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Petroleum and Natural Gas theme has 61 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 Petroleum and Natural Gas Theme or any other thematic opportunities.
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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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