TRDFX Steward Values Enhanced SmMidCapA Forecast, Technical & Fundamental Analysis

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. The companies included in the benchmark index represent a broad spectrum of the U.S. economy and are generally U.S. issuers. Its investments may also include other investment companies and real estate investment trusts.

The average market capitalization across the Steward Values Enhanced SmMidCapA MF is 22.4B. The market cap for tickers in the group ranges from 13.27B to 59.14B. SMCI holds the highest valuation in this group at 59.14B. The lowest valued company is USFD at 13.27B.

The average weekly volume growth across all stocks in the Steward Values Enhanced SmMidCapA MF was -15%. For the same stocks of the MF, the average monthly volume growth was -37% and the average quarterly volume growth was -52%