Simt Global Managed Fund Quote

SVTAX Fund  USD 10.59  0.05  0.47%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Simt Global is trading at 10.59 as of the 27th of February 2025; that is 0.47% down since the beginning of the trading day. The fund's open price was 10.64. Simt Global 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 28th of January 2025 and ending today, the 27th of February 2025. Click here to learn more.
The fund will typically invest in securities of U.S. and foreign companies of all capitalization ranges. These securities may include common stocks, preferred stocks, warrants, depositary receipts, exchange-traded funds and real estate investment trusts . More on Simt Global Managed

Moving together with Simt Mutual Fund

  0.88SRWAX Saat Market GrowthPairCorr
  0.86SSCGX Simt Small CapPairCorr

Moving against Simt Mutual Fund

  0.39ENIAX Siit Opportunistic IncomePairCorr
  0.36TFCAX Tax Free ConservativePairCorr
  0.35TFCYX Tax Free ConservativePairCorr

Simt Mutual Fund Highlights

Fund ConcentrationSEI Funds, Large Value Funds, World Large-Stock Value Funds, World Large-Stock Value, SEI (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date31st of January 2023
Fiscal Year EndSeptember
Simt Global Managed [SVTAX] is traded in USA and was established 27th of February 2025. Simt Global is listed under SEI category by Fama And French industry classification. The fund is listed under World Large-Stock Value category and is part of SEI family. This fund at this time has accumulated 842.17 M in assets with minimum initial investment of 100 K. Simt Global Managed is currently producing year-to-date (YTD) return of 4.66% with the current yeild of 0.02%, while the total return for the last 3 years was 7.29%.
Check Simt Global 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 Global 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 Global Managed Mutual Fund Constituents

MAMastercardStockFinancials
ROGRogersStockInformation Technology
SEOXXSei Daily IncomeMoney Market FundUS Money Market Fund
MCDMcDonaldsStockConsumer Discretionary
MSFTMicrosoftStockInformation Technology
KMBKimberly ClarkStockConsumer Staples
ELEstee Lauder CompaniesStockConsumer Staples
ORCLOracleStockInformation Technology
More Details

Simt Global Managed Risk Profiles

Simt Global Against Markets

Other Information on Investing in Simt Mutual Fund

Simt Global 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 Global security.
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