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TRDFX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$13.74
Change
-$0.17 (-1.22%)
Net Assets
216.44M

TRDFX Steward Values Enhanced SmMidCapA Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

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. 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.

Market Cap

The average market capitalization across the Steward Values Enhanced SmMidCapA MF is 22.36B. 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.

Volume

The average weekly volume growth across all stocks in the Steward Values Enhanced SmMidCapA MF was -42%. For the same stocks of the MF, the average monthly volume growth was -34% and the average quarterly volume growth was -62%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 73
P/E Growth Rating: 48
Price Growth Rating: 43
SMR Rating: 28
Profit Risk Rating: 16
Seasonality Score: 4 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
Steward Funds, Inc.5847 San Felipe, Suite 4100Houston
Phone
N/A
Web
www.stewardmutualfunds.com
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TRDFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, TRDFX has been closely correlated with VSMAX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if TRDFX jumps, then VSMAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TRDFX
1D Price
Change %
TRDFX100%
N/A
VSMAX - TRDFX
97%
Closely correlated
-1.13%
VSCIX - TRDFX
97%
Closely correlated
-1.13%
VSCPX - TRDFX
97%
Closely correlated
-1.13%
FTHFX - TRDFX
96%
Closely correlated
-1.47%
FSSNX - TRDFX
95%
Closely correlated
-1.18%
More