Crossmark Steward Values-FocusedSmall-Mid Cap Enhanced Index Fund (TRDFX) Alternatives
Crossmark Steward Values-FocusedSmall-Mid Cap Enhanced Index Fund (TRDFX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TRDFX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to TRDFX
TRDFX charges 0.80% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among TRDFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | TRDFX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | TRDFX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | TRDFX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | TRDFX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | Oct 1, 2002 | TRDFX vs TISBX |
Best Risk-Adjusted Alternatives to TRDFX
Among mutual funds in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | TRDFX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | TRDFX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | TRDFX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | TRDFX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | TRDFX vs PRSVX |
Top Performing TRDFX Alternatives (YTD)
TRDFX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | TRDFX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | TRDFX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | TRDFX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | TRDFX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | TRDFX vs RIVSX |
Lowest Volatility Alternatives to TRDFX
TRDFX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | TRDFX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | TRDFX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | TRDFX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | TRDFX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | TRDFX vs CSMDX |
Lowest Drawdown Alternatives to TRDFX
TRDFX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | TRDFX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | TRDFX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | TRDFX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | TRDFX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | TRDFX vs BOSOX |
Other Mutual Funds from Crossmark Steward Funds
Most popular Crossmark Steward Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Crossmark Steward Covered Call Income Fund | Derivative Income | 27 | -7.52% | Dec 13, 2017 | TRDFX vs SCJIX | |
| Crossmark Steward Values-Focused Large Cap Enhance... | Large Cap Blend Equities | 39 | -7.41% | Oct 1, 2004 | TRDFX vs SEECX | |
| Crossmark Steward Select Bond Fund | Short-Term Bond | 55 | -0.67% | Oct 1, 2004 | TRDFX vs SEACX | |
| Crossmark Steward Global Equity Income Fund | Global Equities | 45 | -3.38% | Apr 2, 2008 | TRDFX vs SGISX | |
| Crossmark Steward International Enhanced Index Fun... | Foreign Large Cap Equities | 63 | -1.29% | Feb 28, 2006 | TRDFX vs SNTCX |
Often Compared With TRDFX
What investors most often compare with TRDFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| 1290 GAMCO Small/Mid Cap Value Fund | Small Cap Blend Equities | 69 | 4.18% | Nov 12, 2014 | TRDFX vs TNVIX |
Compare TRDFX with Any Fund or Stock
Compare TRDFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.