Steward Values-Focused Small-Mid Cap Enhanced Index Fund (TRDFX) Investment Research Dashboard
About Steward Values-Focused Small-Mid Cap Enhanced Index Fund (TRDFX) stock analysis
Get live TRDFX stock price $14.06, comprehensive Steward Values-Focused Small-Mid Cap Enhanced Index Fund stock analysis, charts, news, sentiment, sector analysis, and expert forecast. Real-time TRDFX stock data and investment insights.
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Steward Values-Focused Small-Mid Cap Enhanced Index Fund (TRDFX) Overview
Steward Values-Focused Small-Mid Cap Enhanced Index Fund (TRDFX) is a publicly traded company in the Financial Services sector , specifically within the Asset Management industry . As of the latest trading session, TRDFX trades at $14.06 with a market capitalization of 200.87M . Over the past 52 weeks, TRDFX has traded between $12.08 and $14.36 , with the current price positioned at approximate...
Key Takeaways
- Operates in the Financial Services sector (Asset Management)
- Market cap: 200.87M
- Current price: $14.06
- 52-week range: $12.08 - $14.36
- P/E ratio: 21.15
Investment Score
A systematic tri-factor framework (valuation, quality, momentum) using trailing twelve-month fundamentals and current price momentum—aligned with the full investment score dashboard.
Score unavailable for this asset.
0-39
Defensive posture
40-54
Mixed / wait for confirmation
55-69
Constructive setup
70-100
Attractive zone
Total Score
Value
Cheapness vs fundamentals and cash generation
Quality
Durability of profitability and balance sheet
Momentum
Price trend strength and persistence
Company Overview
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 spe...
Company Information
- CEO
- Sector
- Financial Services
- Industry
- Asset Management
- Employees
- N/A
Contact Information
- Address
- 15375 Memorial Drive, Suite 200
- Country
- US
Investment Analysis & Business Insights
Investment Highlights
✓ Strong presence in the Financial Services sector with established market position
✓ Listed on major US exchange (NASDAQ) providing liquidity and transparency
✓ Growth-oriented company with premium valuation (P/E: 21.1)
Important Investment Considerations
- ⚠All investments carry risk, including potential loss of principal for Steward Values-Focused Small-Mid Cap Enhanced Index Fund shareholders
- ⚠Market volatility can significantly impact stock price, especially for smaller companies
- ⚠Sector-specific risks in Financial Services may affect company performance
- ⚠Past performance does not guarantee future results for Steward Values-Focused Small-Mid Cap Enhanced Index Fund
- ⚠Investors should consider how Steward Values-Focused Small-Mid Cap Enhanced Index Fund fits within their overall portfolio allocation
Market Cap
200.87M
P/E Ratio (TTM)
21.15
Beta
1.02
Data Sources & Methodology
Financial data on this page is sourced from verified SEC EDGAR filings (10-K, 10-Q, 8-K reports), real-time market data providers, and official company disclosures. All analysis is generated using AI models trained exclusively on reliable financial documents. For detailed information about our data sources and methodology, see our Methodology page.Not investment advice.
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About Financial Services Sector
The Financial Services sector includes companies that provide banking, insurance, investment, and other financial services to consumers and businesses.
Financial Services (1D)
82/100 ⭐⭐⭐⭐⭐
- Overall
- -0.1%
- NYSE
- -0.1%
- NASDAQ
- -0.1%
| Sector | 1D | 1W | 1M | P/E | Score |
|---|---|---|---|---|---|
| Healthcare | +0.1% | +2.6% | +1.4% | 23.5 | 83/100⭐⭐⭐⭐⭐ |
| Financial Services | -0.1% | +1.0% | +1.8% | 19.2 | 82/100⭐⭐⭐⭐⭐ |
| Communication Services | +0.7% | -2.1% | +2.2% | 22.2 | 71/100⭐⭐⭐⭐⭐ |
| Consumer Defensive | +1.3% | +1.6% | +0.4% | 29.2 | 69/100⭐⭐⭐⭐ |
| Energy | +0.1% | -0.2% | -2.1% | 19.5 | 57/100⭐⭐⭐⭐ |
| Basic Materials | -0.8% | +0.4% | -1.9% | 24.9 | 56/100⭐⭐⭐⭐ |
| Utilities | -1.4% | +1.8% | -2.6% | 25.4 | 47/100⭐⭐⭐ |
| Real Estate | -1.3% | +1.4% | -2.3% | 29.5 | 44/100⭐⭐⭐ |
| Consumer Cyclical | -0.2% | -2.1% | -4.5% | 42.9 | 16/100⭐ |
| Industrials | -1.0% | -0.7% | -9.4% | 30.5 | 14/100⭐ |
| Technology | -2.0% | -1.2% | -5.7% | 41.9 | 12/100⭐ |
Sector returns combine NYSE and NASDAQ averages. P/E is the latest blended sector multiple. Sector score ranks each sector vs peers using percentile ranks (not fixed thresholds): 48% 1M + 24% 1W + 8% 1D + 20% P/E (lower P/E ranks higher). Data as of 2026-07-27.