Saat Conservative is trading at 12.80 as of the 24th of November 2024; that is 0.31% up since the beginning of the trading day. The fund's open price was 12.76. Saat Conservative 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 Saat Servative Strategy are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of December 2022 and ending today, the 24th of November 2024. Click here to learn more.
The fund invests in other SEI Funds, each of which has its own investment goal , that form the non-underlying muni bond fund component of the GoalLink Strategy. The Underlying SEI Funds invest, in turn, in securities and other instruments of various asset classes. More on Saat Servative Strategy
Saat Servative Strategy [SMGAX] is traded in USA and was established 24th of November 2024. Saat Conservative is listed under SEI category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of SEI family. This fund at this time has accumulated 19.01 M in assets with minimum initial investment of 100 K. Saat Servative Strategy is currently producing year-to-date (YTD) return of 11.64% with the current yeild of 0.05%, while the total return for the last 3 years was 4.28%.
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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 Saat 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 Saat 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 Saat Servative Strategy 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.
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Other Information on Investing in Saat Mutual Fund
Saat Conservative financial ratios help investors to determine whether Saat 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 Saat with respect to the benefits of owning Saat Conservative security.
Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance