Steward Large is trading at 36.26 as of the 9th of October 2024; that is 1.06 percent up since the beginning of the trading day. The fund's open price was 35.88. Steward Large has about a 21 % 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 9th of September 2024 and ending today, the 9th of October 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
Steward Large Cap [SEECX] is traded in USA and was established 9th of October 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 20.78% with the current yeild of 0.01%, while the total return for the last 3 years was 10.89%.
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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.
Other Information on Investing in Steward Mutual Fund
Steward Large 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 Large security.