Steward Mutual Fund Quote

SMNAX
 Fund
  

USD 26.90  0.04  0.15%   

Market Performance
6 of 100
Odds Of Distress
Less than 1
Steward Equity is trading at 26.90 as of the 1st of October 2022; that is 0.15 percent up since the beginning of the trading day. The fund's open price was 26.86. Steward Equity has a very small chance of experiencing financial distress in the next few years but had a somewhat modest performance during the last 90 days. Equity ratings for Steward Equity Market are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2022 and ending today, the 1st of October 2022. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its assets in equity securities. Steward Equity is traded on NASDAQ Exchange in the United States. More on Steward Equity Market

Steward Equity Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Steward Equity's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Steward Equity or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Steward Equity is unlikely to experience financial distress in the next 2 years
The fund maintains about 66.49% of its assets in cash
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Steward Equity's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Startdate15th of November 2021
Steward Equity Market [SMNAX] is traded in USA and was established 1st of October 2022. The fund is listed under Large Blend category and is part of Crossmark Steward Funds family. Steward Equity Market at this time has accumulated 22.34 M in assets with minimum initial investment of 1 K.
Check Steward Equity Probability Of Bankruptcy

Instrument Allocation

Top Steward Equity Market Constituents

Steward Equity Market Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Steward Equity market risk premium is the additional return an investor will receive from holding Steward Equity long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Steward Equity. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Steward Equity's alpha and beta are two of the key measurements used to evaluate Steward Equity's performance over the market, the standard measures of volatility play an important role as well.

Steward Equity Against Markets

Picking the right benchmark for Steward Equity mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Steward Equity mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Steward Equity is critical whether you are bullish or bearish towards Steward Equity Market at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Steward Equity without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Invested in Steward Equity Market?

The danger of trading Steward Equity Market is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Steward Equity is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Steward Equity. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Steward Equity Market is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Additionally, take a look at World Market Map. Note that the Steward Equity Market information on this page should be used as a complementary analysis to other Steward Equity's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.

Complementary Tools for Steward Mutual Fund analysis

When running Steward Equity Market price analysis, check to measure Steward Equity's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Steward Equity is operating at the current time. Most of Steward Equity's value examination focuses on studying past and present price action to predict the probability of Steward Equity's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Steward Equity's price. Additionally, you may evaluate how the addition of Steward Equity to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Steward Equity's value and its price as these two are different measures arrived at by different means. Investors typically determine Steward Equity value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Steward Equity's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.