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

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)

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A.I. Advisor

published General Information

General Information

Category SmallBlend

Profile

Details

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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.

Ticker / NAME	Correlation To TRDFX	1D Price Change %
TRDFX	100%	+0.86%
FTHFX - TRDFX	96% Closely correlated	+0.77%
DFSTX - TRDFX	96% Closely correlated	+0.89%
VSCIX - TRDFX	87% Closely correlated	+0.68%
VSMAX - TRDFX	87% Closely correlated	+0.68%
NAESX - TRDFX	86% Closely correlated	+0.69%
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