Simt Mid Cap Fund Quote
| SEMCX Fund | USD 34.16 0.37 1.07% |
Performance12 of 100
| Odds Of DistressLess than 17
|
Simt Mid is trading at 34.16 as of the 23rd of November 2024; that is 1.07% down since the beginning of the trading day. The fund's open price was 34.53. Simt Mid has less than a 17 % 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 Simt Mid Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of December 2023 and ending today, the 23rd of November 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 medium-sized companies. In managing the funds assets, the Sub-Advisers select stocks of companies that have low price-earnings and price-book ratios, but that also have high sustainable growth levels and the probability of high positive earnings revisions.. More on Simt Mid Cap
Moving together with Simt Mutual Fund
| 0.67 | SRWAX | Saat Market Growth | PairCorr |
| 0.93 | SSCGX | Simt Small Cap | PairCorr |
| 0.78 | SSGAX | Saat Aggressive Strategy | PairCorr |
Moving against Simt Mutual Fund
Simt Mutual Fund Highlights
| Fund Concentration | SEI Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, SEI, Large, Mid-Cap Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | September |
Simt Mid Cap [SEMCX] is traded in USA and was established 23rd of November 2024. Simt Mid is listed under SEI category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of SEI family. This fund at this time has accumulated 78.66 M in assets with minimum initial investment of 100 K. Simt Mid Cap is currently producing year-to-date (YTD) return of 19.91% with the current yeild of 0.01%, while the total return for the last 3 years was 5.34%.
Check Simt Mid 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 Mid 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 Mid Cap Mutual Fund Constituents
| RF | Regions Financial | Stock | Financials | |
| OTIS | Otis Worldwide Corp | Stock | Industrials | |
| MU | Micron Technology | Stock | Information Technology | |
| CTVA | Corteva | Stock | Materials | |
| EQR | Equity Residential | Stock | Real Estate | |
| MPC | Marathon Petroleum Corp | Stock | Energy | |
| MRNA | Moderna | Stock | Health Care | |
| DFS | Discover Financial Services | Stock | Financials |
Simt Mid Cap Risk Profiles
| Mean Deviation | 0.5797 | |||
| Semi Deviation | 0.4333 | |||
| Standard Deviation | 0.7772 | |||
| Variance | 0.6041 |
Simt Mid Against Markets
Other Information on Investing in Simt Mutual Fund
Simt Mid 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 Mid security.
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges |