Steward Global Financials
| SGIGX Fund | USD 31.54 0.18 0.57% |
Steward |
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 Global Fund Summary
Steward Global competes with Blackrock Health, Allianzgi Health, Deutsche Health, Eaton Vance, and Alphacentric Lifesci. The fund invests in U.S. and non-U.S. dividend-paying stocks that have demonstrated above-median yield and a positive trend in dividend payouts and favorable earnings growth. It invests primarily in common stocks of companies that represent a broad spectrum of the global economy and a range of market capitalizations, including large-cap, mid-cap and small-cap. The fund will generally seek to have 30 percent to 50 percent of its net assets, and, under normal market conditions, no less than 30 percent of its net assets, invested in securities of non-U.S. issuers.Specialization | World Large-Stock Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Steward Funds, |
| Mutual Fund Family | Crossmark Steward Funds |
| Mutual Fund Category | World Large-Stock Value |
| Benchmark | Dow Jones Industrial |
| Phone | 888 845 6910 |
| Currency | USD - US Dollar |
Steward Global Key Financial Ratios
Steward Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Steward Global's current stock value. Our valuation model uses many indicators to compare Steward Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Steward Global competition to find correlations between indicators driving Steward Global's intrinsic value. More Info.Steward Global Equity is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 160.61 of Year To Date Return per Annual Yield. 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 Global's earnings, one of the primary drivers of an investment's value.Steward Global Equity Systematic Risk
Steward Global's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Steward Global 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 thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Steward Global Equity correlated with the market. If Beta is less than 0 Steward Global generally moves in the opposite direction as compared to the market. If Steward Global Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Steward Global Equity is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Steward Global is generally in the same direction as the market. If Beta > 1 Steward Global moves generally in the same direction as, but more than the movement of the benchmark.
Steward Global February 1, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Steward Global help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Steward Global Equity. We use our internally-developed statistical techniques to arrive at the intrinsic value of Steward Global Equity 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 Global's daily price indicators and compare them against related drivers.
| Information Ratio | (0.12) | |||
| Maximum Drawdown | 4.72 | |||
| Value At Risk | (1.37) | |||
| Potential Upside | 1.1 |
Other Information on Investing in Steward Mutual Fund
Steward Global 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 Global security.
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation |