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 SmMidCapIndex A MF is 14.19B. The market cap for tickers in the group ranges from 12.5B to 48.1B. SMCI holds the highest valuation in this group at 48.1B. The lowest valued company is USFD at 12.5B.
The average weekly volume growth across all stocks in the Steward Values Enhanced SmMidCapIndex A MF was -19%. For the same stocks of the MF, the average monthly volume growth was -31% and the average quarterly volume growth was 18%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 66
P/E Growth Rating: 44
Price Growth Rating: 42
SMR Rating: 47
Profit Risk Rating: 32
Seasonality Score: -50 (-100 ... +100)