Siit Dynamic Asset Fund Quote

SDLAX Fund  USD 24.38  0.03  0.12%   

Performance

11 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 19

 
High
 
Low
Low
Siit Dynamic is trading at 24.38 as of the 26th of November 2024; that is 0.12% down since the beginning of the trading day. The fund's open price was 24.41. Siit Dynamic has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Siit Dynamic Asset are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
The adviser employs a dynamic investment strategy seeking to achieve, over time, a total return in excess of the broad U.S. equity market by selecting investments from among a broad range of asset classes or market exposures based upon SIMCs expectations of risk and return. More on Siit Dynamic Asset

Moving together with Siit Mutual Fund

  0.75SRWAX Saat Market GrowthPairCorr
  0.93SSCGX Simt Small CapPairCorr
  0.86SSGAX Saat Aggressive StrategyPairCorr

Moving against Siit Mutual Fund

  0.47SBDAX Stet California MunicipalPairCorr

Siit Mutual Fund Highlights

Fund ConcentrationSEI Funds, Large Blend Funds, Large Blend, SEI (View all Sectors)
Update Date30th of September 33024
Siit Dynamic Asset [SDLAX] is traded in USA and was established 26th of November 2024. Siit Dynamic 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 2.6 B in assets with minimum initial investment of 100 K. Siit Dynamic Asset is currently producing year-to-date (YTD) return of 25.21% with the current yeild of 0.01%, while the total return for the last 3 years was 8.98%.
Check Siit Dynamic 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 Siit 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 Siit 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 Siit Dynamic Asset 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 Siit Dynamic Asset Mutual Fund Constituents

XOMExxon Mobil CorpStockEnergy
AAPLApple IncStockInformation Technology
AMZNAmazon IncStockConsumer Discretionary
GOOGAlphabet Inc Class CStockCommunication Services
GOOGLAlphabet Inc Class AStockCommunication Services
JNJJohnson JohnsonStockHealth Care
JPMJPMorgan Chase CoStockFinancials
MSFTMicrosoftStockInformation Technology
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Siit Dynamic Asset Risk Profiles

Siit Dynamic Against Markets

Other Information on Investing in Siit Mutual Fund

Siit Dynamic financial ratios help investors to determine whether Siit 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 Siit with respect to the benefits of owning Siit Dynamic security.
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