Steward Small Mid Cap Fund Quote

TRDFX Fund  USD 12.80  0.01  0.08%   

Performance

Fair

 
Weak
 
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Odds Of Distress

Low

 
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Low
Steward Small is trading at 12.80 as of the 5th of September 2025; that is 0.08 percent down since the beginning of the trading day. The fund's open price was 12.81. Steward Small has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 7th of June 2025 and ending today, the 5th of September 2025. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its assets in the securities of small- to mid-cap companies included in the funds benchmark index that pass the funds values-based screens. Steward Small-Mid is traded on NASDAQ Exchange in the United States. More on Steward Small Mid Cap

Moving together with Steward Mutual Fund

  0.92SSMOX Steward Small MidPairCorr
  0.67SCECX Steward Small MidPairCorr
  0.95SCJAX Steward Ered CallPairCorr
  0.94SCJCX Steward Ered CallPairCorr

Moving against Steward Mutual Fund

  0.79SMNAX Steward Equity MarketPairCorr
  0.47SMNIX Crossmark Steward EquityPairCorr

Steward Mutual Fund Highlights

Fund ConcentrationCrossmark Steward Funds, Large Funds, Small Blend Funds, Small Blend, Crossmark Steward Funds (View all Sectors)
Update Date30th of September 2025
Expense Ratio Date28th of August 2022
Fiscal Year EndApril
Steward Small Mid Cap [TRDFX] is traded in USA and was established 5th of September 2025. Steward Small is listed under Crossmark Steward Funds category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Crossmark Steward Funds family. This fund at this time has accumulated 174.53 M in assets with no minimum investment requirementsSteward Small Mid is currently producing year-to-date (YTD) return of 0.16% with the current yeild of 0.01%, while the total return for the last 3 years was 8.13%.
Check Steward Small Probability Of Bankruptcy

Instrument Allocation

Top Steward Small Mid Cap Mutual Fund Constituents

MSCIMSCI IncStockFinancials
TDYTeledyne Technologies IncorporatedStockInformation Technology
RGAReinsurance Group ofStockFinancials
MEDMEDIFAST INCStockConsumer Staples
DPZDominos Pizza CommonStockConsumer Discretionary
RNRRenaissancere HoldingsStockFinancials
FICOFair IsaacStockInformation Technology
LYVLive Nation EntertainmentStockCommunication Services
More Details

Steward Small Mid Risk Profiles

Steward Small Against Markets

Other Information on Investing in Steward Mutual Fund

Steward Small financial ratios help investors to determine whether Steward Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Steward with respect to the benefits of owning Steward Small security.
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