Steward Large Cap Fund Quote
| SEECX Fund | USD 31.55 0.07 0.22% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Steward Large is trading at 31.55 as of the 20th of April 2024; that is -0.22 percent down since the beginning of the trading day. The fund's open price was 31.62. Steward Large has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Steward Large Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 21st of January 2024 and ending today, the 20th of April 2024. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its assets in the securities of large-cap companies included in the funds benchmark index that pass the funds values-based screens. The companies included in the benchmark index represent a broad spectrum of the U.S. More on Steward Large Cap
Moving together with Steward Mutual Fund
| 0.92 | SSMOX | Steward Small Mid | PairCorr |
| 0.95 | SSMEX | Steward Small Mid | PairCorr |
| 0.91 | SCECX | Steward Small Mid | PairCorr |
| 0.98 | SCJAX | Steward Ered Call | PairCorr |
| 0.95 | SCJCX | Steward Ered Call | PairCorr |
| 0.99 | SCJIX | Steward Ered Call | PairCorr |
| 0.95 | SCJKX | Steward Ered Call | PairCorr |
Steward 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 Large's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Steward Large or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Crossmark Steward Funds, Large Growth Funds, Large Blend Funds, Large Blend, Crossmark Steward Funds (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 28th of August 2022 |
| Fiscal Year End | April |
Steward Large Cap [SEECX] is traded in USA and was established 20th of April 2024. Steward Large is listed under Crossmark Steward Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Crossmark Steward Funds family. This fund at this time has accumulated 221.82 M in assets with no minimum investment requirementsSteward Large Cap is currently producing year-to-date (YTD) return of 7.38% with the current yeild of 0.01%, while the total return for the last 3 years was 8.85%.
Check Steward Large Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Steward Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Steward Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Steward Large Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Steward Large Cap Mutual Fund Constituents
| ADBE | Adobe Systems Incorporated | Stock | Information Technology |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care |
| MSFT | Microsoft | Stock | Information Technology |
| WFC | Wells Fargo | Stock | Financials |
| VZ | Verizon Communications | Stock | Communication Services |
| V | Visa Class A | Stock | Financials |
| TSLA | Tesla Inc | Stock | Consumer Discretionary |
Steward Large Target Price Odds Analysis
Based on a normal probability distribution, the odds of Steward Large jumping above the current price in 90 days from now is about 63.92%. The Steward Large Cap probability density function shows the probability of Steward Large mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Steward Large Cap has a beta of -0.0095. This usually implies as returns on the benchmark increase, returns on holding Steward Large are expected to decrease at a much lower rate. During a bear market, however, Steward Large Cap is likely to outperform the market. Additionally, steward Large Cap has an alpha of 0.0702, implying that it can generate a 0.0702 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Steward Large to move above the current price in 90 days from now is about 63.92 (This Steward Large Cap probability density function shows the probability of Steward Mutual Fund to fall within a particular range of prices over 90 days) .
Steward Large Cap Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Steward Large market risk premium is the additional return an investor will receive from holding Steward Large 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 Large. 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 Large's alpha and beta are two of the key measurements used to evaluate Steward Large's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5753 | |||
| Semi Deviation | 0.6087 | |||
| Standard Deviation | 0.7335 | |||
| Variance | 0.5381 |
Steward Large Against Markets
Picking the right benchmark for Steward Large 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 Large 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 Large is critical whether you are bullish or bearish towards Steward Large Cap at a given time. Please also check how Steward Large's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Steward Large 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.Did you try this?
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How to buy Steward Mutual Fund?
Before investing in Steward Large, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Steward Large. To buy Steward Large fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Steward Large. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Steward Large fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Steward Large Cap fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Steward Large Cap fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Steward Large Cap, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Steward Large Cap?
The danger of trading Steward Large Cap 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 Large 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 Large. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Steward Large Cap 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.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in 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 main economic indicators. 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 Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.