Industry description
The investment seeks long-term capital appreciation.
Under normal circumstances, the fund will invest at least 80% of its assets in the securities of small- to mid‑cap companies included in the fund’s benchmark index that pass the fund’s values-based screens. Small- to mid‑cap companies are defined by the market capitalization range of the fund’s benchmark index, the S&P 1000® Index, from time to time.
Market Cap
The average market capitalization across the Steward Values Enhanced SmMidCapA MF is 16.33B. The market cap for tickers in the group ranges from 8.46B to 26.32B. WSM holds the highest valuation in this group at 26.32B. The lowest valued company is MANH at 8.46B.
Volume
The average weekly volume growth across all stocks in the Steward Values Enhanced SmMidCapA MF was 57%. For the same stocks of the MF, the average monthly volume growth was 158% and the average quarterly volume growth was 200%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 55
P/E Growth Rating: 61
Price Growth Rating: 55
SMR Rating: 34
Profit Risk Rating: 60
Seasonality Score: 42 (-100 ... +100)