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Steward ValFcs SmMdCpEnhIdxA TRDFX

Quantitative rating as of
  • NAV / 1-Day Return 11.66  /  0.43 %
  • Total Assets 177.0 Mil
  • Adj. Expense Ratio
    0.800%
  • 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.

Summary

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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.

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