Simt Tax-managed Financials
| STMSX Fund | USD 22.04 0.06 0.27% |
Simt |
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.
Simt Tax-managed Fund Summary
Simt Tax-managed competes with Enhanced Fixed, Doubleline Core, Old Westbury, Aqr Long-short, and Calvert International. The fund will invest at least 80 percent of its net assets in equity securities of small and medium capitalization companies. The funds investments in equity securities may include common and preferred stocks, warrants and, to a lesser extent, REITs, ETFs and securities of large capitalization companies.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US7839255632 |
| Business Address | SEI Institutional Managed |
| Mutual Fund Family | SEI |
| Mutual Fund Category | Small Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 342 5734 |
| Currency | USD - US Dollar |
Simt Tax-managed Key Financial Ratios
Simt Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Simt Tax-managed's current stock value. Our valuation model uses many indicators to compare Simt 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 Simt Tax-managed competition to find correlations between indicators driving Simt Tax-managed's intrinsic value. More Info.Simt Tax Managed Smallmid 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 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Simt Tax Managed Smallmid is roughly 9.84 . 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 Simt Tax-managed's earnings, one of the primary drivers of an investment's value.Simt Tax Managed Systematic Risk
Simt Tax-managed's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Simt 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 function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Simt Tax Managed correlated with the market. If Beta is less than 0 Simt Tax-managed generally moves in the opposite direction as compared to the market. If Simt 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 Simt Tax Managed is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Simt Tax-managed is generally in the same direction as the market. If Beta > 1 Simt Tax-managed moves generally in the same direction as, but more than the movement of the benchmark.
Simt Tax-managed March 25, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Simt Tax-managed help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Simt Tax Managed Smallmid. We use our internally-developed statistical techniques to arrive at the intrinsic value of Simt Tax Managed Smallmid based on widely used predictive technical indicators. In general, we focus on analyzing Simt Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Simt Tax-managed's daily price indicators and compare them against related drivers.
| Information Ratio | (0.16) | |||
| Maximum Drawdown | 18.14 | |||
| Value At Risk | (2.52) | |||
| Potential Upside | 1.69 |
Other Information on Investing in Simt Mutual Fund
Simt Tax-managed financial ratios help investors to determine whether Simt 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 Simt with respect to the benefits of owning Simt Tax-managed security.
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