Simt Large Cap Fund Quote
| TRMVX Fund | USD 28.09 0.06 0.21% |
Performance8 of 100
| Odds Of DistressLess than 20
|
Simt Large is trading at 28.09 as of the 12th of December 2024; that is 0.21% down since the beginning of the trading day. The fund's open price was 28.15. Simt Large 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 12th of November 2024 and ending today, the 12th of December 2024. 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. The fund will primarily seek to purchase securities believed to be attractively valued in relation to various measures, which may include earnings, capital structure or return on invested capital. More on Simt Large Cap
Moving together with Simt Mutual Fund
| 0.73 | SRWAX | Saat Market Growth | PairCorr |
| 0.94 | SSCGX | Simt Small Cap | PairCorr |
| 0.8 | 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 | 31st of December 2024 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | September |
Simt Large Cap [TRMVX] is traded in USA and was established 12th of December 2024. Simt Large 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 1.33 B in assets with minimum initial investment of 100 K. Simt Large Cap is currently producing year-to-date (YTD) return of 18.0% with the current yeild of 0.01%, while the total return for the last 3 years was 8.23%.
Check Simt Large 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 Large Cap 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 Large Cap Mutual Fund Constituents
| AMGN | Amgen Inc | Stock | Health Care | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| DG | Dollar General | Stock | Consumer Staples | |
| CVS | CVS Health Corp | Stock | Health Care | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| TGT | Target | Stock | Consumer Staples | |
| T | ATT Inc | Stock | Communication Services | |
| STT | State Street Corp | Stock | Financials |
Simt Large Cap Risk Profiles
| Mean Deviation | 0.522 | |||
| Semi Deviation | 0.3236 | |||
| Standard Deviation | 0.679 | |||
| Variance | 0.461 |
Simt Large Against Markets
Other Information on Investing in Simt Mutual Fund
Simt Large 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 Large security.
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