Saat Tax-managed Financials
| SISAX Fund | USD 25.98 0.03 0.12% |
Saat |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Saat Tax-managed Fund Summary
Saat Tax-managed competes with Saat Core, Saat Moderate, Saat Market, Dreyfus Midcap, and Saat Aggressive. The fund invests in other SEI Funds, each of which has its own investment goal . The Underlying SEI Funds invest, in turn, in securities and other instruments of various asset classes. The funds assets may be diversified across Underlying SEI equity funds, bond and money market funds, and real estate funds.Specialization | Allocation--85%+ Equity, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | SEI Asset Allocation |
| Mutual Fund Family | SEI |
| Mutual Fund Category | Allocation--85%+ Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 342 5734 |
| Currency | USD - US Dollar |
Saat Tax-managed Key Financial Ratios
Saat Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Saat Tax-managed's current stock value. Our valuation model uses many indicators to compare Saat Tax-managed value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Saat Tax-managed competition to find correlations between indicators driving Saat Tax-managed's intrinsic value. More Info.Saat Tax Managed Aggressive is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Saat Tax Managed Aggressive is roughly 8.51 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Saat Tax-managed's earnings, one of the primary drivers of an investment's value.Saat Tax Managed Systematic Risk
Saat Tax-managed's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Saat Tax-managed volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Saat Tax Managed correlated with the market. If Beta is less than 0 Saat Tax-managed generally moves in the opposite direction as compared to the market. If Saat Tax-managed Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Saat Tax Managed is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Saat Tax-managed is generally in the same direction as the market. If Beta > 1 Saat Tax-managed moves generally in the same direction as, but more than the movement of the benchmark.
Saat Tax-managed Thematic Clasifications
Saat Tax Managed Aggressive is part of Aggressive Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds investing in instruments and high expected return and risk. Funds or Etfs that attempt to achieve high capital gains by investing in companies with high growth potential and above average risk
This theme covers Funds investing in instruments and high expected return and risk. Funds or Etfs that attempt to achieve high capital gains by investing in companies with high growth potential and above average risk. Get More Thematic Ideas
Saat Tax Managed Aggressive is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--85%+ Equity category is currently estimated at about 4.07 Billion. Saat Tax-managed claims roughly 74.55 Million in net asset contributing just under 2% to funds in Allocation--85%+ Equity category.| Aggressive Funds | View |
Saat Tax-managed March 26, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Saat Tax-managed help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Saat Tax Managed Aggressive. We use our internally-developed statistical techniques to arrive at the intrinsic value of Saat Tax Managed Aggressive based on widely used predictive technical indicators. In general, we focus on analyzing Saat Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Saat Tax-managed's daily price indicators and compare them against related drivers.
| Information Ratio | (0.06) | |||
| Maximum Drawdown | 5.38 | |||
| Value At Risk | (1.29) | |||
| Potential Upside | 1.15 |
Other Information on Investing in Saat Mutual Fund
Saat Tax-managed financial ratios help investors to determine whether Saat Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Saat with respect to the benefits of owning Saat Tax-managed security.
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