Simt Large Cap Fund Quote

SVAYX Fund  USD 28.95  0.21  0.73%   

Performance

11 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 18

 
High
 
Low
Low
Simt Large is trading at 28.95 as of the 26th of November 2024; that is 0.73% up since the beginning of the trading day. The fund's open price was 28.74. Simt Large has less than a 18 % 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 Large Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of December 2022 and ending today, the 26th 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 large companies. The fund will primarily seek to purchase securities believed to be attractively valued in relation to various measures, which may include earnings, capital structure or return on invested capital. More on Simt Large Cap

Moving together with Simt Mutual Fund

  0.77SRWAX Saat Market GrowthPairCorr
  0.94SSCGX Simt Small CapPairCorr
  0.87SSGAX Saat Aggressive StrategyPairCorr

Moving against Simt Mutual Fund

  0.73CFVAX Catholic Values FixedPairCorr
  0.73CFVYX Catholic Values FixedPairCorr
  0.73SCXIX Sei Insti MgdPairCorr
  0.72SCFYX Simt E FixedPairCorr
  0.72SCOAX Siit E FixedPairCorr
  0.4SBDAX Stet California MunicipalPairCorr

Simt Mutual Fund Highlights

Fund ConcentrationSEI Funds, Large Value Funds, Large Value, SEI (View all Sectors)
Update Date30th of September 2024
Simt Large Cap [SVAYX] is traded in USA and was established 26th of November 2024. Simt Large 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 1.43 B in assets with no minimum investment requirementsSimt Large Cap is currently producing year-to-date (YTD) return of 19.27% with the current yeild of 0.02%, while the total return for the last 3 years was 8.16%.
Check Simt Large 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 Large 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 Large Cap Mutual Fund Constituents

CVSCVS Health CorpStockHealth Care
AMGNAmgen IncStockHealth Care
AFLAflac IncorporatedStockFinancials
DGDollar GeneralStockConsumer Staples
JPMJPMorgan Chase CoStockFinancials
VZVerizon CommunicationsStockCommunication Services
TGTTargetStockConsumer Staples
TATT IncStockCommunication Services
More Details

Simt Large Top Holders

SMOAXSaat Moderate StrategyMutual FundAllocation--30% to 50% Equity
SMSDXSaat Moderate StrategyMutual FundAllocation--30% to 50% Equity
SMSIXSaat Moderate StrategyMutual FundAllocation--30% to 50% Equity
More Details

Simt Large Cap Risk Profiles

Simt Large Against Markets

Other Information on Investing in Simt Mutual Fund

Simt Large 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 Large security.
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