Steward Small Mid Cap Fund Quote

SCECX Fund  USD 12.62  0.03  0.24%   

Performance

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Odds Of Distress

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Steward Small-mid is trading at 12.62 as of the 26th of February 2025; that is 0.24 percent down since the beginning of the trading day. The fund's open price was 12.65. Steward Small-mid has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 28th of November 2024 and ending today, the 26th of February 2025. 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. Steward Small-Mid is traded on NASDAQ Exchange in the United States. More on Steward Small Mid Cap

Moving together with Steward Mutual Fund

  1.0SSMOX Steward Small MidPairCorr
  0.96SCJAX Steward Ered CallPairCorr
  0.96SCJCX Steward Ered CallPairCorr
  0.94SCJIX Steward Ered CallPairCorr

Steward Mutual Fund Highlights

Fund ConcentrationCrossmark Steward Funds, Large Funds, Small Blend Funds, Small Blend, Crossmark Steward Funds (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date28th of August 2022
Fiscal Year EndApril
Steward Small Mid Cap [SCECX] is traded in USA and was established 26th of February 2025. 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 minimum initial investment of 100 K. Steward Small Mid is currently producing year-to-date (YTD) return of 1.79% with the current yeild of 0.01%, while the total return for the last 3 years was 5.15%.
Check Steward Small-mid Probability Of Bankruptcy

Instrument Allocation

Top Steward Small Mid Cap Mutual Fund Constituents

TREXTrex CompanyStockIndustrials
CPTCamden Property TrustStockReal Estate
GTGoodyear Tire RubberStockConsumer Discretionary
LADLithia MotorsStockConsumer Discretionary
UCTTUltra Clean HoldingsStockInformation Technology
JLLJones Lang LaSalleStockReal Estate
SAHSonic AutomotiveStockConsumer Discretionary
TERTeradyneStockInformation Technology
More Details

Steward Small Mid Risk Profiles

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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