Simt Mid Cap Fund Manager Performance Evaluation
| SEMCX Fund | USD 27.86 0.12 0.43% |
The entity has a beta of 0.47, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Simt Mid's returns are expected to increase less than the market. However, during the bear market, the loss of holding Simt Mid is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Simt Mid Cap are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Simt Mid showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 31st of January 2025 | |
| Expense Ratio | 0.9800 |
Simt |
Simt Mid Relative Risk vs. Return Landscape
If you would invest 2,070 in Simt Mid Cap on October 29, 2025 and sell it today you would earn a total of 716.00 from holding Simt Mid Cap or generate 34.59% return on investment over 90 days. Simt Mid Cap is currently producing 0.5414% returns and takes up 3.5493% volatility of returns over 90 trading days. Put another way, 31% of traded mutual funds are less volatile than Simt, and 90% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Simt Mid Current Valuation
Overvalued
Today
Please note that Simt Mid's price fluctuation is not too volatile at this time. At this time, the fund appears to be overvalued. Simt Mid Cap has a current Real Value of $26.89 per share. The regular price of the fund is $27.86. We determine the value of Simt Mid Cap from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Simt Mid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Simt Mutual Fund. However, Simt Mid's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 27.86 | Real 26.89 | Hype 27.8 | Naive 27.87 |
The intrinsic value of Simt Mid's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Simt Mid's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Simt Mid Cap helps investors to forecast how Simt mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Simt Mid more accurately as focusing exclusively on Simt Mid's fundamentals will not take into account other important factors: Simt Mid Target Price Odds to finish over Current Price
The tendency of Simt Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 27.86 | 90 days | 27.86 | about 9.37 |
Based on a normal probability distribution, the odds of Simt Mid to move above the current price in 90 days from now is about 9.37 (This Simt Mid Cap probability density function shows the probability of Simt Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Simt Mid has a beta of 0.47. This usually implies as returns on the market go up, Simt Mid average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Simt Mid Cap will be expected to be much smaller as well. Additionally Simt Mid Cap has an alpha of 0.4467, implying that it can generate a 0.45 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Simt Mid Price Density |
| Price |
Predictive Modules for Simt Mid
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Simt Mid Cap. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Simt Mid's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Simt Mid Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Simt Mid is not an exception. The market had few large corrections towards the Simt Mid's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Simt Mid Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Simt Mid within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.45 | |
β | Beta against Dow Jones | 0.47 | |
σ | Overall volatility | 3.33 | |
Ir | Information ratio | 0.12 |
Simt Mid Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Simt Mid for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Simt Mid Cap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Simt Mid Cap appears to be risky and price may revert if volatility continues | |
| Latest headline from thelincolnianonline.com: Western Asset Global Corporate Defined Opportunity Fund Trading Down 0.7 percent Heres Why | |
| The fund maintains 98.89% of its assets in stocks |
Simt Mid Fundamentals Growth
Simt Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Simt Mid, and Simt Mid fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Simt Mutual Fund performance.
| Price To Earning | 17.01 X | |||
| Price To Book | 2.18 X | |||
| Price To Sales | 1.07 X | |||
| Total Asset | 44.28 M | |||
About Simt Mid Performance
Evaluating Simt Mid's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Simt Mid has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Simt Mid has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities of medium-sized companies. In managing the funds assets, the Sub-Advisers select stocks of companies that have low price-earnings and price-book ratios, but that also have high sustainable growth levels and the probability of high positive earnings revisions.Things to note about Simt Mid Cap performance evaluation
Checking the ongoing alerts about Simt Mid for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Simt Mid Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Simt Mid Cap appears to be risky and price may revert if volatility continues | |
| Latest headline from thelincolnianonline.com: Western Asset Global Corporate Defined Opportunity Fund Trading Down 0.7 percent Heres Why | |
| The fund maintains 98.89% of its assets in stocks |
- Analyzing Simt Mid's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Simt Mid's stock is overvalued or undervalued compared to its peers.
- Examining Simt Mid's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Simt Mid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Simt Mid's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Simt Mid's mutual fund. These opinions can provide insight into Simt Mid's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Simt Mutual Fund
Simt Mid 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 Mid security.
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