Simt Managed Volatility Fund Quote
| SVOAX Fund | USD 16.96 0.09 0.53% |
Performance14 of 100
| Odds Of DistressLess than 17
|
Simt Us is trading at 16.96 as of the 26th of November 2024; that is 0.53% up since the beginning of the trading day. The fund's open price was 16.87. Simt Us 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 September 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
| 0.76 | SRWAX | Saat Market Growth | PairCorr |
| 0.95 | SSCGX | Simt Small Cap | PairCorr |
| 0.85 | SSGAX | Saat Aggressive Strategy | PairCorr |
Moving against Simt Mutual Fund
Simt Mutual Fund Highlights
| Fund Concentration | SEI Funds, Large Funds, Large Value Funds, Large Value, SEI (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | September |
Simt Managed Volatility [SVOAX] is traded in USA and was established 26th of November 2024. Simt Us 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 minimum initial investment of 100 K. Simt Managed Volatility is currently producing year-to-date (YTD) return of 18.96% with the current yeild of 0.02%, while the total return for the last 3 years was 8.19%.
Check Simt Us 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
| TSN | Tyson Foods | Stock | Consumer Staples | |
| AEP | American Electric Power | Stock | Utilities | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| WMT | Walmart | Stock | Consumer Staples | |
| VZ | Verizon Communications | Stock | Communication Services | |
| TGT | Target | Stock | Consumer Staples | |
| T | ATT Inc | Stock | Communication Services | |
| SJM | JM Smucker | Stock | Consumer Staples |
Simt Managed Volatility Risk Profiles
| Mean Deviation | 0.4766 | |||
| Semi Deviation | 0.3176 | |||
| Standard Deviation | 0.6005 | |||
| Variance | 0.3607 |
Simt Us Against Markets
Other Information on Investing in Simt Mutual Fund
Simt Us 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 Us security.
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