Simt Tax-managed is trading at 29.94 as of the 22nd of November 2024; that is 1.53% up since the beginning of the trading day. The fund's open price was 29.49. Simt Tax-managed 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 Tax Managed Smallmid 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 fund will invest at least 80 percent of its net assets in equity securities of small and medium capitalization companies. The funds investments in equity securities may include common and preferred stocks, warrants and, to a lesser extent, REITs, ETFs and securities of large capitalization companies.. More on Simt Tax Managed Smallmid
Simt Tax Managed Smallmid [STMSX] is traded in USA and was established 22nd of November 2024. Simt Tax-managed is listed under SEI category by Fama And French industry classification. The fund is listed under Small Blend category and is part of SEI family. This fund at this time has accumulated 824.08 M in assets with minimum initial investment of 100 K. Simt Tax Managed is currently producing year-to-date (YTD) return of 18.22% with the current yeild of 0.0%, while the total return for the last 3 years was 2.88%.
Check Simt Tax-managed 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 Tax Managed Smallmid 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 Tax Managed Smallmid Mutual Fund Constituents
Other Information on Investing in SIMT Mutual Fund
Simt Tax-managed 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 Tax-managed security.