Steward Mutual Fund Buy Hold or Sell Recommendation

SMNAX
 Fund
  

USD 27.00  0.05  0.19%   

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Steward Equity Market is 'Buy'. Macroaxis provides Steward Equity buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding SMNAX positions. The advice algorithm takes into account all of Steward Equity's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from Steward Equity's buy-and-hold perspective. Additionally, take a look at Steward Equity Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as Steward and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Steward Equity Market.

Execute Steward Equity Buy or Sell Advice

The Steward recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Steward Equity Market. Macroaxis does not own or have any residual interests in Steward Equity Market or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Steward Equity's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Steward EquityBuy Steward Equity
Buy

Volatility

Details

Hype Condition

Details

Current Valuation

Details

Odds of Distress

Details

Economic Sensitivity

Details

Analyst Consensus

Not Available
Details
For the selected time horizon Steward Equity Market has a Risk Adjusted Performance of 0.1053, Jensen Alpha of 0.0399, Total Risk Alpha of 0.0649, Sortino Ratio of 0.1909 and Treynor Ratio of (4.44)
Our trade recommendation module complements current analysts and expert consensus on Steward Equity Market. It analyzes the fund potential to grow using all fundamental, technical, and market related data available at the time. Please use Steward Equity Market minimum initial investment to make buy, hold, or sell decision on Steward Equity.

Steward Equity Trading Alerts and Improvement Suggestions

Steward Equity is unlikely to experience financial distress in the next 2 years
The fund maintains about 66.49% of its assets in cash

Steward Equity Returns Distribution Density

The distribution of Steward Equity's historical returns is an attempt to chart the uncertainty of Steward Equity's future price movements. The chart of the probability distribution of Steward Equity stock daily returns describes the distribution of returns around its average expected value. We use Steward Equity Market price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Steward Equity returns is essential to provide solid investment advice for Steward Equity.
Mean Return0.05Value At Risk-0.75
Potential Upside0.98Standard Deviation0.52
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Steward Equity historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Steward Equity Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Steward Equity or Crossmark Steward Funds sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Steward Equity's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Steward fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
0.039886
β
Beta against DOW-0.0091
σ
Overall volatility
0.51
Ir
Information ratio 0.19

Steward Equity Volatility Alert

Steward Equity Market exhibits very low volatility with skewness of 0.0 and kurtosis of 0.33. However, we advise investors to further study Steward Equity Market technical indicators to ensure that all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Steward Equity's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Steward Equity's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Steward Equity Fundamentals Vs Peers

Comparing Steward Equity's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Steward Equity's direct or indirect competition across all of the common fundamentals between Steward Equity and the related equities. This way, we can detect undervalued stocks with similar characteristics as Steward Equity or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Steward Equity's fundamental indicators could also be used in its relative valuation, which is a method of valuing Steward Equity by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Steward Equity to competition
FundamentalsSteward EquityPeer Average
Net Asset22.34 M4.11 B
Minimum Initial Investment1 K976.16 K
Cash Position Weight66.49 %10.61 %
Equity Positions Weight33.51 %63.90 %

About Steward Equity Buy or Sell Advice

When is the right time to buy or sell Steward Equity Market? Buying financial instruments such as Steward Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Steward Equity in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run USD Crypto Fund Thematic Idea Now

USD Crypto Fund
USD Crypto Fund Theme
Fund from digital currency traded on multiple global exchanges in US dollors. The USD Crypto Fund theme has 0 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize USD Crypto Fund Theme or any other thematic opportunities.
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Additionally, take a look at Steward Equity Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. 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 Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .

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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.