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 a closer substitute for your current allocation.
Cheapest Alternatives to TRDFX
TRDFX charges 0.80% annually. There are 50 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | TRDFX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | TRDFX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | TRDFX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | TRDFX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | TRDFX vs VSMAX |
Best Risk-Adjusted Alternatives to TRDFX
TRDFX has a PortfoliosLab risk / return rank of 56. There are 110 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | TRDFX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | TRDFX vs WESCX | |
| MainStay WMC Small Companies Fund | 93 | — | Jan 1987 | TRDFX vs MOPIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | TRDFX vs RIVSX | |
| Royce Micro Cap Series Fund | 90 | — | Dec 1991 | TRDFX vs RYOTX |
Top Performing TRDFX Alternatives (YTD)
TRDFX is at 16.53% YTD. There are 123 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 40.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 40.27% | — | Dec 1991 | TRDFX vs RYOTX | |
| Paradigm Micro-cap Fund | 36.98% | — | Dec 2007 | TRDFX vs PVIVX | |
| River Oak Discovery Fund | 34.51% | — | Jun 2005 | TRDFX vs RIVSX | |
| Hodges Small Cap Fund | 34.04% | — | Dec 2007 | TRDFX vs HDPSX | |
| Harbor Small Cap Value Fund | 33.41% | — | Dec 2001 | TRDFX vs HASCX |
Lowest Volatility Alternatives to TRDFX
TRDFX has 16.16% 1-year volatility. There are 12 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.52% | — | Nov 1996 | TRDFX vs HFCGX | |
| DFA International Small Company Portfolio | 14.12% | — | Sep 1996 | TRDFX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.69% | — | Feb 2017 | TRDFX vs CSMDX | |
| DWS Small Cap Core Fund | 14.87% | — | Jul 2000 | TRDFX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.22% | — | — | TRDFX vs BOSOX |
Lowest Drawdown Alternatives to TRDFX
TRDFX has a 1-year max drawdown of -8.55%. There are 6 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | TRDFX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | TRDFX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | TRDFX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | TRDFX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | TRDFX vs SSCDX |
Other Mutual Funds from Crossmark Steward Funds
The 5 most viewed Crossmark Steward Funds mutual funds shown here include SCJIX, SEECX, SEACX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Crossmark Steward Covered Call Income Fund | Derivative Income | 38 | 2.71% | — | Dec 2017 | TRDFX vs SCJIX | |
| Crossmark Steward Values-Focused Large Cap Enhance... | Large Cap Blend Equities | 55 | 9.54% | — | Oct 2004 | TRDFX vs SEECX | |
| Crossmark Steward Select Bond Fund | Short-Term Bond | 16 | -0.21% | — | Oct 2004 | TRDFX vs SEACX | |
| Crossmark Steward Global Equity Income Fund | Global Equities | 48 | 10.08% | — | Apr 2008 | TRDFX vs SGISX | |
| Crossmark Steward International Enhanced Index Fun... | Foreign Large Cap Equities | 57 | 12.30% | — | Feb 2006 | TRDFX vs SNTCX |
Often Compared With TRDFX
Investors most often compare TRDFX with WEMMX, AZBIX, SJVIX. These 13 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare TRDFX with Any Fund or Stock
Compare TRDFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TRDFX with funds that move differently
Crossmark Steward Values-FocusedSmall-Mid Cap Enhanced Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TRDFX.
Explore TRDFX Diversifiers