Crossmark Steward Equity Fund Quote
| SMNIX Fund | USD 28.31 0.20 0.70% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Crossmark Steward is trading at 28.31 as of the 28th of November 2024; that is 0.7 percent decrease since the beginning of the trading day. The fund's open price was 28.51. Crossmark Steward has about a 23 % 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. Equity ratings for Crossmark Steward Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of September 2024 and ending today, the 28th of November 2024. Click here to learn more.
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. More on Crossmark Steward Equity
Moving against Crossmark Mutual Fund
Crossmark Mutual Fund Highlights
| Thematic Idea | Consumer Funds (View all Themes) |
| Fund Concentration | Crossmark Steward Funds, Large Funds, Equity Market Neutral Funds, Consumer Funds, Equity Market Neutral, Crossmark Steward Funds, Large, Equity Market Neutral (View all Sectors) |
| Update Date | 30th of September 2024 |
Crossmark Steward Equity [SMNIX] is traded in USA and was established 28th of November 2024. Crossmark Steward is listed under Crossmark Steward Funds category by Fama And French industry classification. The fund is listed under Equity Market Neutral category and is part of Crossmark Steward Funds family. The entity is thematically classified as Consumer Funds. Crossmark Steward Equity at this time has accumulated 71.86 M in assets with no minimum investment requirements with the current yeild of 0.04%.
Check Crossmark Steward 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 Crossmark 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 Crossmark 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 Crossmark Steward Equity 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 Crossmark Steward Equity Mutual Fund Constituents
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| DGX | Quest Diagnostics Incorporated | Stock | Health Care | |
| GNRC | Generac Holdings | Stock | Industrials | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| HOLX | Hologic | Stock | Health Care | |
| HUM | Humana Inc | Etf | Health Care | |
| INTU | Intuit Inc | Stock | Information Technology | |
| PLD | Prologis | Stock | Real Estate |
Crossmark Steward Equity Risk Profiles
| Mean Deviation | 0.3579 | |||
| Standard Deviation | 0.4771 | |||
| Variance | 0.2276 | |||
| Risk Adjusted Performance | (0.11) |
Crossmark Steward Against Markets
Other Information on Investing in Crossmark Mutual Fund
Crossmark Steward financial ratios help investors to determine whether Crossmark 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 Crossmark with respect to the benefits of owning Crossmark Steward security.
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