Simt Managed Volatility Fund Quote

SUSYX Fund  USD 16.95  0.08  0.47%   

Performance

13 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 17

 
High
 
Low
Low
Simt Managed is trading at 16.95 as of the 26th of November 2024; that is 0.47% up since the beginning of the trading day. The fund's open price was 16.87. Simt Managed 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 Managed Volatility are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
The fund will typically invest in securities of U.S. companies of all capitalization ranges. These securities may include common stocks, preferred stocks, warrants and exchange-traded funds . It may also, to a lesser extent, invest in American Depositary Receipts , real estate investment trusts and securities of non-U.S. More on Simt Managed Volatility

Moving together with Simt Mutual Fund

  0.76SRWAX Saat Market GrowthPairCorr
  0.95SSCGX Simt Small CapPairCorr
  0.85SSGAX Saat Aggressive StrategyPairCorr

Moving against Simt Mutual Fund

  0.66CFVAX Catholic Values FixedPairCorr
  0.66CFVYX Catholic Values FixedPairCorr
  0.66SCXIX Sei Insti MgdPairCorr
  0.65SCFYX Simt E FixedPairCorr
  0.65SCOAX Siit E FixedPairCorr
  0.31SBDAX Stet California MunicipalPairCorr

Simt Mutual Fund Highlights

Fund ConcentrationSEI Funds, Large Funds, Large Value Funds, Large Value, SEI (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date31st of January 2023
Fiscal Year EndSeptember
Simt Managed Volatility [SUSYX] is traded in USA and was established 26th of November 2024. Simt Managed is listed under SEI category by Fama And French industry classification. The fund is listed under Large Value category and is part of SEI family. This fund at this time has accumulated 794.45 M in assets with no minimum investment requirementsSimt Managed Volatility is currently producing year-to-date (YTD) return of 21.88% with the current yeild of 0.02%, while the total return for the last 3 years was 9.29%.
Check Simt 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 Managed Volatility 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 Managed Volatility Mutual Fund Constituents

TSNTyson FoodsStockConsumer Staples
AEPAmerican Electric PowerStockUtilities
MSIMotorola SolutionsStockInformation Technology
ORCLOracleStockInformation Technology
WMTWalmartStockConsumer Staples
VZVerizon CommunicationsStockCommunication Services
TGTTargetStockConsumer Staples
TATT IncStockCommunication Services
More Details

Simt Managed Top Holders

SICIXSaat Servative StrategyMutual FundAllocation--15% to 30% Equity
SMSDXSaat Moderate StrategyMutual FundAllocation--30% to 50% Equity
SMGAXSaat Servative StrategyMutual FundAllocation--50% to 70% Equity
SEDIXSaat Defensive StrategyMutual FundShort-Term Bond
SNSAXSaat Defensive StrategyMutual FundShort-Term Bond
SMSIXSaat Moderate StrategyMutual FundAllocation--30% to 50% Equity
SMOAXSaat Moderate StrategyMutual FundAllocation--30% to 50% Equity
SXMAXSaat Moderate StrategyMutual FundAllocation--70% to 85% Equity
More Details

Simt Managed Volatility Risk Profiles

Simt Managed Against Markets

Other Information on Investing in Simt Mutual Fund

Simt 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 Managed security.
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