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TRDFX Steward Values Enhanced SmMidCapA Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

Category: #Small Blend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Twilio (NYSE:TWLO), Illumina (NASDAQ:ILMN).

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 20.28B. The market cap for tickers in the group ranges from 21.15B to 34.69B. TWLO holds the highest valuation in this group at 34.69B. The lowest valued company is CW at 21.15B.

Volume

The average weekly volume growth across all stocks in the Steward Values Enhanced SmMidCapA MF was 25%. For the same stocks of the MF, the average monthly volume growth was 17% and the average quarterly volume growth was 11%

Fundamental Analysis Ratings

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

Valuation Rating: 64
P/E Growth Rating: 52
Price Growth Rating: 48
SMR Rating: 37
Profit Risk Rating: 51
Seasonality Score: -27 (-100 ... +100)
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published General Information

General Information

Category SmallBlend

Profile
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 FTHFX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if TRDFX jumps, then FTHFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TRDFX
1D Price
Change %
TRDFX100%
N/A
FTHFX - TRDFX
96%
Closely correlated
N/A
DFSTX - TRDFX
96%
Closely correlated
-0.89%
VSCIX - TRDFX
85%
Closely correlated
N/A
VSCPX - TRDFX
85%
Closely correlated
N/A
NAESX - TRDFX
85%
Closely correlated
N/A
More
Steward Values Enhanced SmMidCapA (TRDFX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com