Saat Servative Strategy Fund Quote
| SVSAX Fund | USD 10.47 0.01 0.1% |
Performance1 of 100
| Odds Of DistressLess than 22
|
Saat Servative is trading at 10.47 as of the 22nd of November 2024; that is 0.1% up since the beginning of the trading day. The fund's open price was 10.46. Saat Servative has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Saat Servative Strategy 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 predominantly invests in other SEI Funds, each of which has its own investment goal . The Underlying SEI Funds invest, in turn, in securities and other instruments of various asset classes. The funds assets may be diversified across underlying SEI bond and money market funds, equity funds, real estate funds and multi-asset funds.. More on Saat Servative Strategy
Moving together with Saat Mutual Fund
Saat Mutual Fund Highlights
| Fund Concentration | SEI Funds, Large Value Funds, Allocation--15% to 30% Equity Funds, Allocation--15% to 30% Equity, SEI (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 31st of July 2022 |
| Fiscal Year End | March |
Saat Servative Strategy [SVSAX] is traded in USA and was established 22nd of November 2024. Saat Servative is listed under SEI category by Fama And French industry classification. The fund is listed under Allocation--15% to 30% Equity category and is part of SEI family. This fund at this time has accumulated 44.56 M in assets with minimum initial investment of 100 K. Saat Servative Strategy is currently producing year-to-date (YTD) return of 6.07% with the current yeild of 0.04%, while the total return for the last 3 years was 2.05%.
Check Saat Servative 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 Saat 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 Saat 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 Saat Servative Strategy 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 Saat Servative Strategy Mutual Fund Constituents
| SIEDX | Sit Emerging Markets | Mutual Fund | Emerging Markets Bond | |
| COIYX | Conservative Income | Mutual Fund | Ultrashort Bond | |
| SCFYX | Simt E Fixed | Mutual Fund | Intermediate Core Bond | |
| SDGFX | Sdit Short Duration | Mutual Fund | Short Government | |
| SECYX | Sdit Ultra Short | Mutual Fund | Ultrashort Bond | |
| SGLYX | Simt Global Managed | Mutual Fund | World Large-Stock Blend | |
| SLFYX | Simt Multi Asset Inflation | Mutual Fund | World Allocation | |
| SLIYX | Simt Multi Asset Income | Mutual Fund | Tactical Allocation |
Saat Servative Strategy Risk Profiles
| Mean Deviation | 0.1306 | |||
| Semi Deviation | 0.098 | |||
| Standard Deviation | 0.1655 | |||
| Variance | 0.0274 |
Saat Servative Against Markets
Other Information on Investing in Saat Mutual Fund
Saat Servative financial ratios help investors to determine whether Saat 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 Saat with respect to the benefits of owning Saat Servative security.
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation |