Simt Sp 500 Fund Quote

SPIIX Fund  USD 107.17  0.59  0.55%   

Performance

9 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Simt Sp is trading at 107.17 as of the 22nd of November 2024; that is 0.55 percent increase since the beginning of the trading day. The fund's open price was 106.58. Simt Sp has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Simt Sp 500 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of November 2023 and ending today, the 22nd of November 2024. Click here to learn more.
The fund invests substantially all of its assets in securities listed in the SP 500 Index, which is composed of approximately 500 leading U.S. publicly traded companies from a broad range of industries . The funds investment results are expected to correspond to the aggregate price and dividend performance of the SP 500 Index before the fees and expenses of the fund. More on Simt Sp 500

Moving together with Simt Mutual Fund

  0.79SRWAX Saat Market GrowthPairCorr
  0.94SSCGX Simt Small CapPairCorr
  0.89SSGAX Saat Aggressive StrategyPairCorr

Moving against Simt Mutual Fund

  0.41SBDAX Stet California MunicipalPairCorr

Simt Mutual Fund Highlights

Fund ConcentrationSEI Funds, Large Blend Funds, Large Blend, SEI, Large Blend, Large Blend (View all Sectors)
Update Date30th of September 2024
Simt Sp 500 [SPIIX] is traded in USA and was established 22nd of November 2024. Simt Sp 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 911.69 M in assets with no minimum investment requirementsSimt Sp 500 is currently producing year-to-date (YTD) return of 24.32% with the current yeild of 0.01%, while the total return for the last 3 years was 8.76%.
Check Simt Sp 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 Sp 500 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 Sp 500 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
NVDANVIDIAStockInformation Technology
More Details

Simt Sp 500 Risk Profiles

Simt Sp Against Markets

Other Information on Investing in Simt Mutual Fund

Simt Sp 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 Sp security.
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