Saat Tax-managed is trading at 27.66 as of the 2nd of December 2024; that is 0.33% up since the beginning of the trading day. The fund's open price was 27.57. Saat Tax-managed has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Saat Tax Managed Aggressive are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 13th of December 2022 and ending today, the 2nd of December 2024. Click here to learn more.
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.. More on Saat Tax Managed Aggressive
Saat Tax Managed Aggressive [SISAX] is traded in USA and was established 2nd of December 2024. Saat Tax-managed is listed under SEI category by Fama And French industry classification. The fund is listed under Allocation--85%+ Equity category and is part of SEI family. This fund at this time has accumulated 74.55 M in assets with minimum initial investment of 100 K. Saat Tax Managed is currently producing year-to-date (YTD) return of 16.33% with the current yeild of 0.02%, while the total return for the last 3 years was 5.48%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Saat Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Saat Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Saat Tax Managed Aggressive Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Saat Tax Managed Aggressive Mutual Fund Constituents
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.