Steward Large Cap Fund Buy Hold or Sell Recommendation

SEEHX Fund  USD 26.58  0.24  0.91%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Steward Large Cap is 'Buy'. Macroaxis provides Steward Large buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding SEEHX positions. The advice algorithm takes into account all of Steward Large's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Steward Large's buy or sell advice are summarized below:
Real Value
26.74
Hype Value
26.58
Market Value
26.58
Naive Value
26.55
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Steward Large Cap given historical horizon and risk tolerance towards Steward Large. When Macroaxis issues a 'buy' or 'sell' recommendation for Steward Large Cap, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Steward Large 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.
In addition, we conduct extensive research on individual funds such as Steward and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Steward Large Cap. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in rate.

Execute Steward Large 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 Large Cap. Macroaxis does not own or have any residual interests in Steward Large Cap or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Steward Large's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Steward LargeBuy Steward Large
Buy

Market Performance

SolidDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

Below AverageDetails

Economic Sensitivity

Almost mirrors the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Steward Large Cap has a Risk Adjusted Performance of 0.1317, Jensen Alpha of 0.0202, Total Risk Alpha of (0), Sortino Ratio of 0.0356 and Treynor Ratio of 0.1442
Our trade recommendation module complements current analysts and expert consensus on Steward Large Cap. It analyzes the fund potential to grow using all fundamental, technical, and market related data available at the time. Please use Steward Large Cap year to date return and last dividend paid to make buy, hold, or sell decision on Steward Large.

Steward Large Trading Alerts and Improvement Suggestions

The fund maintains 99.74% of its assets in stocks

Steward Large Returns Distribution Density

The distribution of Steward Large's historical returns is an attempt to chart the uncertainty of Steward Large's future price movements. The chart of the probability distribution of Steward Large daily returns describes the distribution of returns around its average expected value. We use Steward Large Cap price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Steward Large returns is essential to provide solid investment advice for Steward Large.
Mean Return
0.16
Value At Risk
-0.92
Potential Upside
1.20
Standard Deviation
0.67
   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 Large 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 Large 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 Large 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 Large'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 NYSE Composite
0.02
β
Beta against NYSE Composite1.01
σ
Overall volatility
0.69
Ir
Information ratio 0.03

Steward Large Volatility Alert

Steward Large Cap exhibits very low volatility with skewness of 0.05 and kurtosis of 0.52. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Steward Large'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 Large'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 financial instruments as prices fall.

Steward Large Fundamentals Vs Peers

Comparing Steward Large'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 Large's direct or indirect competition across all of the common fundamentals between Steward Large and the related equities. This way, we can detect undervalued stocks with similar characteristics as Steward Large or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Steward Large's fundamental indicators could also be used in its relative valuation, which is a method of valuing Steward Large by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Steward Large to competition
FundamentalsSteward LargePeer Average
Annual Yield0.02 %0.29 %
Year To Date Return9.78 %0.39 %
One Year Return33.98 %4.15 %
Three Year Return11.31 %3.60 %
Five Year Return13.39 %3.24 %
Ten Year Return11.45 %1.79 %
Net Asset348.08 M4.11 B
Last Dividend Paid0.060.65
Cash Position Weight0.26 %10.61 %
Equity Positions Weight99.74 %63.90 %

Steward Large Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Steward . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Steward Large Buy or Sell Advice

When is the right time to buy or sell Steward Large Cap? 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 Large 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 Defense Thematic Idea Now

Defense
Defense Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Defense theme has 16 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 Defense Theme or any other thematic opportunities.
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Check out Steward Large 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 Large Cap information on this page should be used as a complementary analysis to other Steward Large'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 the Crypto Correlations module to use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins.

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When running Steward Large's price analysis, check to measure Steward Large'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 Large is operating at the current time. Most of Steward Large's value examination focuses on studying past and present price action to predict the probability of Steward Large's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Steward Large's price. Additionally, you may evaluate how the addition of Steward Large to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Steward Large's value and its price as these two are different measures arrived at by different means. Investors typically determine if Steward Large is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Steward Large'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.