Steward Values-Focused Small-Mid Cap Enhanced Index Fund (TRDFX) Research
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 specific values-based screening process. The businesses included in this reference index are predominantly U.S.-based and represent a diverse range of sectors within the American economy. Additionally, the fund maintains the flexibility to invest in other collective investment vehicles and real estate investment trusts (REITs).
Market snapshot
- Symbol
- TRDFX
- Price
- $14.06
- Day change
- +1.37%
- Market cap
- $194.8M
- 52-week range
- 11.85-14.1
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Blackstone / GSO Senior Floating Rate Term Fund (BSL)
- The China Fund, Inc. (CHN)
- North Square Small Cap Value Fund Investor Class Shares (DRSVX)
- Nationwide WCM Focused Small Cap Fund (NWGSX)
- Hartford Schroders US Small Cap Opportunities Fund (SCUIX)
- PGIM Quant Solutions Mid-Cap Value Fund Class Z (SPVZX)
Open Steward Values-Focused Small-Mid Cap Enhanced Index Fund (TRDFX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.