Steward Values-Focused Small-Mid Cap Enhanced Index Fund (TRDFX)
Steward Values-Focused Small-Mid Cap Enhanced Index Fund operates in the Asset Management industry of the Financial Services sector, headquartered in Houston, TX, US. The stock last traded at $13.52, up 0.30% on the session, giving a market capitalisation of $194.1M. Its beta of 1.10 implies it has historically moved more than the broad market.
Under typical market conditions, this fund primarily dedicates a minimum of 80% of its portfolio to the stocks of small and mid-sized companies. These selected companies must be constituents of the fund's benchmark index and successfully pass its specific values-based screening process. The businesses included in this reference index are predominantly U.S.-based and represent a diverse range of sectors within the American economy. Additionally, the fund maintains the flexibility to invest in other collective investment vehicles and real estate investment trusts (REITs).
Steward Values-Focused Small-Mid Cap Enhanced Index Fund is most often compared with the following Financial Services names: