Steward Values Enhanced Small-Mid Cap Fund A (TRDFX)

Overview

The company operates as a fund that primarily focuses on investing in small- to mid-cap companies that conform to certain values-based criteria. These companies are selected from its benchmark index, which reflects a wide range of sectors within the U.S. economy, primarily consisting of U.S. issuers. By adhering to a values-based screening process, the fund aims to provide investors with opportunities that align with specific ethical or moral standards, in addition to seeking financial returns. This approach highlights the fund's commitment to responsible investing, targeting entities that meet its predefined values-based standards. The inclusion of investments in other investment companies and real estate investment trusts (REITs) diversifies its portfolio, potentially mitigating risks and enhancing the prospects for returns.

Products and Services

• Values-Based Investment Solutions

This service involves the fund investing at least 80% of its assets in small- to mid-cap companies that have passed the fund's specific values-based screens. These screens are designed to ensure that investments align with the ethical or moral standards set forth by the fund. It reflects the fund's commitment to responsible investing, where financial returns are sought alongside adherence to certain values.

• Benchmark Index-Based Investments

The fund selects investments based on a benchmark index that represents a wide range of sectors within the U.S. economy. The companies included in this index are primarily U.S. issuers, ensuring that the fund's investments are well-rooted in the domestic market. This approach allows for a diversified investment strategy that covers a broad spectrum of the U.S. economy.

• Diversified Investment Portfolio

In addition to investing in securities of small- to mid-cap companies, the fund diversifies its portfolio by including investments in other investment companies and real estate investment trusts (REITs). This strategy is designed to spread investment risks and enhance the potential for returns by tapping into different market segments and investment vehicles.