Steward Small-mid Financials

TRDFX Fund  USD 14.22  0.06  0.42%   
You can harness fundamental analysis to find out if Steward Small Mid is mispriced or if you can make any profits on it by purchasing it and then waiting for the market to recognize its mistake and reprise the security. We were able to analyze and collect data for sixteen available drivers for Steward Small Mid Cap, which can be compared to its competition. The fund experiences a normal downward trend and little activity. Check odds of Steward Small-mid to be traded at $14.08 in 90 days.
  
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 Small-mid Fund Summary

Steward Small-mid competes with Steward Large, Steward Global, Steward Select, Steward Small-mid, and Buffalo Large. 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. economy and are generally U.S. issuers. Its investments may also include other investment companies and real estate investment trusts.
Specialization
Small Blend, Large
InstrumentUSA Mutual Fund View All
ExchangeNMFQS Exchange
Business AddressSteward Funds,
Mutual Fund FamilyCrossmark Steward Funds
Mutual Fund CategorySmall Blend
BenchmarkDow Jones Industrial
Phone888 845 6910
CurrencyUSD - US Dollar

Steward Small-mid Key Financial Ratios

Steward Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Steward Small-mid's current stock value. Our valuation model uses many indicators to compare Steward Small-mid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Steward Small-mid competition to find correlations between indicators driving Steward Small-mid's intrinsic value. More Info.
Steward Small Mid Cap is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about  0.09  of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Steward Small Mid Cap is roughly  11.03 . 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 Small-mid's earnings, one of the primary drivers of an investment's value.

Steward Small Mid Systematic Risk

Steward Small-mid's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Steward Small-mid 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 ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Steward Small Mid correlated with the market. If Beta is less than 0 Steward Small-mid generally moves in the opposite direction as compared to the market. If Steward Small-mid Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Steward Small Mid is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Steward Small-mid is generally in the same direction as the market. If Beta > 1 Steward Small-mid moves generally in the same direction as, but more than the movement of the benchmark.
Steward Small Mid Cap is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Blend category is currently estimated at about 1.2 Billion. Steward Small-mid retains roughly 174.53 Million in net asset claiming about 15% of funds listed under Small Blend category.

Steward Small-mid December 5, 2024 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Steward Small-mid help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Steward Small Mid Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Steward Small Mid Cap 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 Small-mid's daily price indicators and compare them against related drivers.

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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