Steward Funds Financial Statements From 2010 to 2024

SKGAX Fund  USD 19.67  0.00  0.00%   
Steward Funds financial statements provide useful quarterly and yearly information to potential Steward Funds investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Steward Funds financial statements helps investors assess Steward Funds' valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Steward Funds' valuation are summarized below:
Steward Funds does not presently have any fundamental trend indicators for analysis.
Check Steward Funds financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Steward Funds' main balance sheet or income statement drivers, such as , as well as many indicators such as . Steward financial statements analysis is a perfect complement when working with Steward Funds Valuation or Volatility modules.
  
This module can also supplement various Steward Funds Technical models . Check out the analysis of Steward Funds Correlation against competitors.

Steward Funds Mutual Fund Net Asset Analysis

Steward Funds' Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.

Net Asset

 = 

Current Market Value

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Current Liabilities

More About Net Asset | All Equity Analysis

Current Steward Funds Net Asset

    
  28.2 M  
Most of Steward Funds' fundamental indicators, such as Net Asset, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Steward Funds is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
Competition

Based on the recorded statements, Steward Funds has a Net Asset of 28.2 M. This is much higher than that of the Crossmark Steward Funds family and significantly higher than that of the Small Growth category. The net asset for all United States funds is notably lower than that of the firm.

About Steward Funds Financial Statements

Steward Funds investors use historical fundamental indicators, such as Steward Funds' revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Steward Funds. Please read more on our technical analysis and fundamental analysis pages.
The funds principal investment strategy is to invest in a portfolio of small-cap growth securities, subject to the limitations of the funds values-based screening policies. Under normal market conditions, it invests at least 80 percent of its assets in securities of small-cap companies. The fund invests primarily in equity securities. The principal type of equity security in which it invests is common stock. The fund may also invest in other investment companies and up to 15 percent of its net assets in real estate investment trusts.

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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Other Information on Investing in Steward Mutual Fund

Steward Funds 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 Funds security.
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