Steward Small Mid Cap Fund Manager Performance Evaluation
| TRDFX Fund | USD 12.94 0.21 1.60% |
The entity has a beta of 0.19, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Steward Small-mid's returns are expected to increase less than the market. However, during the bear market, the loss of holding Steward Small-mid is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Steward Small Mid Cap are ranked lower than 20 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Steward Small-mid showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 28th of August 2025 | |
| Expense Ratio | 0.8300 |
Steward |
Steward Small-mid Relative Risk vs. Return Landscape
If you would invest 1,042 in Steward Small Mid Cap on November 20, 2025 and sell it today you would earn a total of 252.00 from holding Steward Small Mid Cap or generate 24.18% return on investment over 90 days. Steward Small Mid Cap is currently producing 0.3784% returns and takes up 1.4999% volatility of returns over 90 trading days. Put another way, 13% of traded mutual funds are less volatile than Steward, and 93% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Steward Small-mid Current Valuation
Undervalued
Today
Please note that Steward Small-mid's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Steward Small Mid has a current Real Value of $13.77 per share. The regular price of the fund is $12.94. We determine the value of Steward Small Mid from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Steward Small-mid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Steward Mutual Fund. However, Steward Small-mid's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 12.94 | Real 13.77 | Hype 12.94 |
The intrinsic value of Steward Small-mid's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Steward Small-mid's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Steward Small Mid Cap helps investors to forecast how Steward mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Steward Small-mid more accurately as focusing exclusively on Steward Small-mid's fundamentals will not take into account other important factors: Steward Small-mid Target Price Odds to finish over Current Price
The tendency of Steward Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 12.94 | 90 days | 12.94 | about 13.49 |
Based on a normal probability distribution, the odds of Steward Small-mid to move above the current price in 90 days from now is about 13.49 (This Steward Small Mid Cap probability density function shows the probability of Steward Mutual Fund to fall within a particular range of prices over 90 days) .
Steward Small-mid Price Density |
| Price |
Predictive Modules for Steward Small-mid
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Steward Small Mid. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Steward Small-mid Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Steward Small-mid is not an exception. The market had few large corrections towards the Steward Small-mid's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Steward Small Mid Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Steward Small-mid within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.24 | |
β | Beta against Dow Jones | 0.19 | |
σ | Overall volatility | 0.87 | |
Ir | Information ratio | 0.14 |
Steward Small-mid Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Steward Small-mid for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Steward Small Mid can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: How WM Phoenix Open Working For Tomorrow Fund creates change long after competition ends - PGA Tour | |
| The fund maintains 98.67% of its assets in stocks |
Steward Small-mid Fundamentals Growth
Steward Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Steward Small-mid, and Steward Small-mid fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Steward Mutual Fund performance.
| Price To Earning | 19.41 X | ||||
| Price To Book | 1.76 X | ||||
| Price To Sales | 0.81 X | ||||
| Total Asset | 35.17 M | ||||
About Steward Small-mid Performance
Evaluating Steward Small-mid's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Steward Small-mid has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Steward Small-mid has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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. Small- to mid-cap companies are defined by the market capitalization range of the funds benchmark index, the SP 1000 Index, from time to time.Things to note about Steward Small Mid performance evaluation
Checking the ongoing alerts about Steward Small-mid for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Steward Small Mid help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: How WM Phoenix Open Working For Tomorrow Fund creates change long after competition ends - PGA Tour | |
| The fund maintains 98.67% of its assets in stocks |
- Analyzing Steward Small-mid's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Steward Small-mid's stock is overvalued or undervalued compared to its peers.
- Examining Steward Small-mid's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Steward Small-mid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Steward Small-mid's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Steward Small-mid's mutual fund. These opinions can provide insight into Steward Small-mid's potential for growth and whether the stock is currently undervalued or overvalued.
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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