TRDFX Mutual Fund
TRDFX Mutual Fund
Steward Values Enhanced Small-Mid Cap Fund Class A
TRDFX Mutual Fund Overview
TRDFX Mutual Fund (Steward Values Enhanced Small-Mid Cap Fund Class A) is managed by Crossmark Steward Funds with $38.1M in net assets. TRDFX expense ratio is 0.83%, holding 842 positions across sectors including Unknown, Information Technology, Financials. Inception date: 1952-01-31.
TRDFX performance shows a YTD return of 17.32%. The 1-year return is 28.36% and the 5-year return is 7.58%. TRDFX dividend yield stands at 7.38%, paid annually.
TRDFX top holdings include Rb Global, Inc (0.5%), Flex Ltd (0.5%), Borgwarner Inc. (0.4%), Cnh Industrial Nv (0.4%), Alcoa Corp (0.4%). View all TRDFX holdings, sector breakdown, or dividend history.
TRDFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. TRDFX alternatives are available via the screener, along with tax-loss harvesting opportunities.