Steward Small Mid Cap Fund Bond Positions Weight
Steward Small Mid Cap fundamentals help investors to digest information that contributes to Steward Small's financial success or failures. It also enables traders to predict the movement of Steward Mutual Fund. The fundamental analysis module provides a way to measure Steward Small's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Steward Small mutual fund.
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Steward Small Mid Cap Mutual Fund Bond Positions Weight Analysis
Steward Small's Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
CompetitionIn accordance with the recently published financial statements, Steward Small Mid Cap has a Bond Positions Weight of 0.0%. This indicator is about the same for the Crossmark Steward Funds average (which is currently at 0.0) family and about the same as Small Blend (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
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Fund Asset Allocation for Steward Small
The fund consists of 98.67% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Steward Small's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Steward Fundamentals
| Total Asset | 163.11 M | |||
| Annual Yield | 0.01 % | |||
| Year To Date Return | 1.97 % | |||
| One Year Return | 18.99 % | |||
| Three Year Return | 1.56 % | |||
| Five Year Return | 6.96 % | |||
| Ten Year Return | 7.67 % | |||
| Net Asset | 256.55 M | |||
| Last Dividend Paid | 0.01 | |||
| Cash Position Weight | 1.33 % | |||
| Equity Positions Weight | 98.67 % |
Also Currently Popular
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.Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in income. You can also try the Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.
Other Consideration for investing in Steward Mutual Fund
If you are still planning to invest in Steward Small Mid check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Steward Small's history and understand the potential risks before investing.
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