Simt Tax Managed Managed Fund Quote
| STVYX Fund | USD 22.01 0.06 0.27% |
Performance8 of 100
| Odds Of DistressLess than 19
|
Simt Tax-managed is trading at 22.01 as of the 29th of November 2024; that is 0.27% up since the beginning of the trading day. The fund's open price was 21.95. Simt Tax-managed 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. Equity ratings for Simt Tax Managed Managed are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of June 2023 and ending today, the 29th of November 2024. Click here to learn more.
The fund will invest at least 80 percent of its net assets in securities of U.S. companies of all capitalization ranges. These securities may include common stocks, preferred stocks, ETFs and warrants. It may also, to a lesser extent, invest in American Depositary Receipts , real estate investment trusts and securities of non-U.S. More on Simt Tax Managed Managed
Moving together with Simt Mutual Fund
| 0.79 | SRWAX | Saat Market Growth | PairCorr |
| 0.85 | SSCGX | Simt Small Cap | PairCorr |
| 0.81 | SSGAX | Saat Aggressive Strategy | PairCorr |
Moving against Simt Mutual Fund
Simt Mutual Fund Highlights
| Fund Concentration | SEI Funds, Large Value Funds, Large Value, SEI (View all Sectors) |
| Update Date | 30th of September 2024 |
Simt Tax Managed Managed [STVYX] is traded in USA and was established 29th of November 2024. Simt Tax-managed is listed under SEI category by Fama And French industry classification. The fund is listed under Large Value category and is part of SEI family. This fund at this time has accumulated 1.11 B in assets with no minimum investment requirementsSimt Tax Managed is currently producing year-to-date (YTD) return of 23.08% with the current yeild of 0.01%, while the total return for the last 3 years was 10.42%.
Check Simt Tax-managed 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 Tax Managed Managed 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 Tax Managed Managed Mutual Fund Constituents
| ED | Consolidated Edison | Stock | Utilities | |
| CBOE | Cboe Global Markets | Stock | Financials | |
| T | ATT Inc | Stock | Communication Services | |
| NOC | Northrop Grumman | Stock | Industrials | |
| TSN | Tyson Foods | Stock | Consumer Staples | |
| MSFT | Microsoft | Stock | Information Technology | |
| WMT | Walmart | Stock | Consumer Staples | |
| WM | Waste Management | Stock | Industrials |
Simt Tax Managed Risk Profiles
| Mean Deviation | 0.4351 | |||
| Semi Deviation | 0.3719 | |||
| Standard Deviation | 0.546 | |||
| Variance | 0.2981 |
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.
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios |