Nasdaq - Delayed Quote • USD
Steward Values Enhanced SmMidCapIndex A (TRDFX)
At close: 8:01 PM EDT
Investment Information
- Min Initial Investment
- 1,000
- Min Initial Investment, IRA
- 10
- Min Initial Investment, AIP
- 0.5
- Min Subsequent Investment
- 50
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Commonwealth Universe
Fund Summary
Under normal circumstances, the fund will invest at least 80% of its assets in the securities of small- to mid-cap companies included in the fund’s benchmark index that pass the fund’s values-based screens. The companies included in the benchmark index represent a broad spectrum of the U.S. economy and are generally U.S. issuers. Its investments may also include other investment companies and real estate investment trusts.
Fund Overview
| Category | Small Blend |
| Fund Family | Crossmark Steward Funds |
| Net Assets | 196.76M |
| YTD Return | 7.01% |
| Yield | 0.68% |
| Morningstar Rating | |
| Inception Date | Dec 14, 2017 |
Performance & Risk
| YTD Return | -0.83% |
| 5y Average Return | 7.37% |
| Rank in Category (ytd) | 30 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.02 |
| Morningstar Risk Rating |
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