Simt Dynamic Asset Fund Quote

SDYYX Fund  USD 18.73  0.12  0.64%   

Performance

10 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Simt Dynamic is trading at 18.73 as of the 22nd of November 2024; that is 0.64% down since the beginning of the trading day. The fund's open price was 18.85. Simt Dynamic has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Simt Dynamic Asset are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of December 2022 and ending today, the 22nd of November 2024. 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

Moving together with Simt Mutual Fund

  0.68SRWAX Saat Market GrowthPairCorr
  0.89SSCGX Simt Small CapPairCorr
  0.8SSGAX Saat Aggressive StrategyPairCorr

Moving against Simt Mutual Fund

  0.48SBDAX Stet California MunicipalPairCorr

Simt Mutual Fund Highlights

Fund ConcentrationSEI Funds, Large Blend Funds, Large Blend, SEI (View all Sectors)
Update Date30th of September 2024
Simt Dynamic Asset [SDYYX] is traded in USA and was established 22nd of November 2024. 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 878.84 M in assets with no minimum investment requirementsSimt Dynamic Asset is currently producing year-to-date (YTD) return of 24.31%, while the total return for the last 3 years was 8.58%.
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

AAPLApple IncStockInformation Technology
AMZNAmazon IncStockConsumer Discretionary
GOOGAlphabet Inc Class CStockCommunication Services
GOOGLAlphabet Inc Class AStockCommunication Services
JNJJohnson JohnsonStockHealth Care
JPMJPMorgan Chase CoStockFinancials
MSFTMicrosoftStockInformation Technology
PGProcter GambleStockConsumer Staples
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Simt Dynamic Top Holders

SCMSXSaat E MarketMutual FundAllocation--30% to 50% Equity
SRWAXSaat Market GrowthMutual FundAllocation--50% to 70% Equity
SMKDXSaat Market GrowthMutual FundAllocation--50% to 70% Equity
SEAIXSaat Aggressive StrategyMutual FundWorld Allocation
SMGSXSaat Market GrowthMutual FundAllocation--50% to 70% Equity
SSGAXSaat Aggressive StrategyMutual FundWorld Allocation
SOKAXSaat E MarketMutual FundAllocation--30% to 50% Equity
SASDXSaat Aggressive StrategyMutual FundWorld Allocation
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Simt Dynamic Asset Risk Profiles

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.
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