Saat Moderate Strategy Fund Quote
| SMSDX Fund | USD 11.83 0.04 0.34% |
PerformanceModest
| Odds Of DistressLow
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Saat Moderate is trading at 11.83 as of the 27th of February 2025; that is 0.34 percent increase since the beginning of the trading day. The fund's open price was 11.79. Saat Moderate has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 28th of January 2025 and ending today, the 27th of February 2025. Click here to learn more.
The fund predominantly 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. More on Saat Moderate Strategy
Moving together with Saat Mutual Fund
Saat Mutual Fund Highlights
| Fund Concentration | SEI Funds, Large Value Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, SEI (View all Sectors) |
| Update Date | 31st of December 2024 |
Saat Moderate Strategy [SMSDX] is traded in USA and was established 27th of February 2025. Saat Moderate is listed under SEI category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of SEI family. This fund at this time has accumulated 188.86 M in assets with no minimum investment requirementsSaat Moderate Strategy is currently producing year-to-date (YTD) return of 2.88% with the current yeild of 0.03%, while the total return for the last 3 years was 2.17%.
Check Saat Moderate 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 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 Moderate Strategy 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 Moderate Strategy Mutual Fund Constituents
| SVAYX | Simt Large Cap | Mutual Fund | Large Value | |
| SCFYX | Simt E Fixed | Mutual Fund | Intermediate Core Bond | |
| SDGFX | Sdit Short Duration | Mutual Fund | Short Government | |
| SECYX | Sdit Ultra Short | Mutual Fund | Ultrashort Bond | |
| SGLYX | Simt Global Managed | Mutual Fund | World Large-Stock Value | |
| SIEDX | Sit Emerging Markets | Mutual Fund | Emerging Markets Bond | |
| SIYYX | Simt High Yield | Mutual Fund | High Yield Bond | |
| SLFYX | Simt Multi Asset Inflation | Mutual Fund | World Allocation |
Saat Moderate Strategy Risk Profiles
| Mean Deviation | 0.1897 | |||
| Semi Deviation | 0.2119 | |||
| Standard Deviation | 0.2776 | |||
| Variance | 0.0771 |
Saat Moderate Against Markets
Other Information on Investing in Saat Mutual Fund
Saat Moderate 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 Moderate security.
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |