Simt Dynamic Asset Fund Quote
| SDYAX Fund | USD 16.11 0.09 0.56% |
PerformanceVery Weak
| Odds Of DistressLow
|
Simt Dynamic is trading at 16.11 as of the 1st of April 2025; that is 0.56% up since the beginning of the trading day. The fund's open price was 16.02. Simt Dynamic 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 2nd of March 2025 and ending today, the 1st of April 2025. Click here to learn more.
The funds manager 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 SEI Investments Management Corporations expectations of risk and return. More on Simt Dynamic Asset
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Simt Mutual Fund Highlights
| Fund Concentration | SEI Funds, Large Blend Funds, Large Blend, SEI (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | September |
Simt Dynamic Asset [SDYAX] is traded in USA and was established 1st of April 2025. Simt 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 715.11 M in assets with minimum initial investment of 100 K. Simt Dynamic Asset is currently producing year-to-date (YTD) return of 1.8% with the current yeild of 0.02%, while the total return for the last 3 years was 6.97%.
Check Simt 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 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 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 Simt Dynamic Asset Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology | |
| PG | Procter Gamble | Stock | Consumer Staples |
Simt Dynamic Asset Risk Profiles
| Mean Deviation | 0.8032 | |||
| Standard Deviation | 1.01 | |||
| Variance | 1.03 | |||
| Risk Adjusted Performance | (0.05) |
Simt Dynamic Against Markets
Other Information on Investing in Simt Mutual Fund
Simt Dynamic 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 Dynamic security.
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas |