Simt Multi Asset Capital Fund Quote
| SMLYX Fund | USD 9.83 0.01 0.10% |
PerformanceOK
| Odds Of DistressLow
|
Simt Multi-asset is trading at 9.83 as of the 22nd of March 2025; that is 0.1% down since the beginning of the trading day. The fund's open price was 9.84. Simt Multi-asset has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The advisor will attempt to manage the risk of loss while still seeking to generate some growth by selecting investments from among a broad range of asset classes. Managing the risk of loss does not mean preventing losses, but rather managing The fund invests in a manner intended to limit the level of losses that the fund could incur over any particular period. More on Simt Multi Asset Capital
Moving together with Simt Mutual Fund
Simt Mutual Fund Highlights
| Fund Concentration | SEI Funds, Large Blend Funds, Allocation--15% to 30% Equity Funds, Allocation--15% to 30% Equity, SEI, Large Blend, Allocation--15% to 30% Equity (View all Sectors) |
| Update Date | 31st of March 2025 |
Simt Multi Asset Capital [SMLYX] is traded in USA and was established 22nd of March 2025. Simt Multi-asset is listed under SEI category by Fama And French industry classification. The fund is listed under Allocation--15% to 30% Equity category and is part of SEI family. This fund at this time has accumulated 728.6 M in assets with no minimum investment requirementsSimt Multi Asset is currently producing year-to-date (YTD) return of 0.82% with the current yeild of 0.05%, while the total return for the last 3 years was 3.81%.
Check Simt Multi-asset Probability Of Bankruptcy
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 Simt 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 Simt 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 Simt Multi Asset Capital 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 Simt Multi Asset Capital Mutual Fund Constituents
| IVV | iShares Core SP | Etf | Large Blend | |
| VOO | Vanguard SP 500 | Etf | Large Blend |
Simt Multi-asset Top Holders
| SICIX | Saat Servative Strategy | Mutual Fund | Allocation--15% to 30% Equity | |
| SMSDX | Saat Moderate Strategy | Mutual Fund | Allocation--30% to 50% Equity | |
| SEDIX | Saat Defensive Strategy | Mutual Fund | Short-Term Bond | |
| SNSAX | Saat Defensive Strategy | Mutual Fund | Short-Term Bond | |
| SMSIX | Saat Moderate Strategy | Mutual Fund | Allocation--30% to 50% Equity | |
| SMOAX | Saat Moderate Strategy | Mutual Fund | Allocation--30% to 50% Equity | |
| SSTDX | Saat Servative Strategy | Mutual Fund | Allocation--15% to 30% Equity | |
| SVSAX | Saat Servative Strategy | Mutual Fund | Allocation--15% to 30% Equity |
Simt Multi Asset Risk Profiles
| Mean Deviation | 0.1544 | |||
| Standard Deviation | 0.3348 | |||
| Variance | 0.1121 | |||
| Risk Adjusted Performance | (0.10) |
Simt Multi-asset Against Markets
Other Information on Investing in Simt Mutual Fund
Simt Multi-asset 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 Multi-asset security.
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