The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Crossmark Steward ValFcs SmMdCpEnhIdxA to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.
- NAV / 1-Day Return 11.66 / 0.43 %
- Total Assets 177.0 Mil
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Adj. Expense Ratio
- Expense Ratio 0.800%
- Distribution Fee Level Low
- Share Class Type Front Load
- Category Small Blend
- Investment Style Small Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.63%
- Turnover 33%
Morningstar’s Analysis TRDFX
Will TRDFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.