Simt Tax Managed Large Fund Quote

STLYX Fund  USD 34.93  0.07  0.20%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Simt Tax-managed is trading at 34.93 as of the 21st of March 2025; that is 0.2% down since the beginning of the trading day. The fund's open price was 35.0. Simt Tax-managed has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities of large companies. Tax Managed is traded on NASDAQ Exchange in the United States. More on Simt Tax Managed Large

Moving together with Simt Mutual Fund

  0.66SAAAX Simt Multi AssetPairCorr
  0.64SRWAX Saat Market GrowthPairCorr
  0.8SSCGX Simt Small CapPairCorr
  0.7SSGAX Saat Aggressive StrategyPairCorr

Simt Mutual Fund Highlights

Fund ConcentrationSEI Funds, Large Value Funds, Large Blend Funds, Large Blend, SEI, Large Blend, Large Blend (View all Sectors)
Update Date31st of March 2025
Simt Tax Managed Large [STLYX] is traded in USA and was established 21st of March 2025. Simt Tax-managed is listed under SEI category by Fama And French industry classification. The fund is listed under Large Blend category and is part of SEI family. This fund at this time has accumulated 4.15 B in assets with no minimum investment requirementsSimt Tax Managed is currently producing year-to-date (YTD) return of 0.76% with the current yeild of 0.01%, while the total return for the last 3 years was 8.86%.
Check Simt Tax-managed Probability Of Bankruptcy

Instrument Allocation

Top Simt Tax Managed Large Mutual Fund Constituents

LOWLowes CompaniesStockConsumer Discretionary
VVisa Class AStockFinancials
UNHUnitedHealth Group IncorporatedStockHealth Care
SEOXXSei Daily IncomeMoney Market FundUS Money Market Fund
MSFTMicrosoftStockInformation Technology
MSCIMSCI IncStockFinancials
MRKMerck CompanyStockHealth Care
MCOMoodysStockFinancials
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Simt Tax-managed Top Holders

SKTAXSaat E MarketMutual FundAllocation--85%+ Equity
SISAXSaat Tax Managed AggressiveMutual FundAllocation--85%+ Equity
SXMAXSaat Moderate StrategyMutual FundAllocation--70% to 85% Equity
SGOAXSaat Market GrowthMutual FundAllocation--85%+ Equity
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Simt Tax Managed Risk Profiles

Simt Tax-managed Against Markets

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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