Simt Managed Volatility Fund Quote
| SUSYX Fund | USD 14.48 0.04 0.28% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Simt Managed is trading at 14.48 as of the 3rd of May 2024; that is 0.28 percent increase since the beginning of the trading day. The fund's open price was 14.44. Simt Managed 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 Simt Managed Volatility are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 14th of May 2022 and ending today, the 3rd of May 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
| 0.94 | SAAAX | Simt Multi Asset | PairCorr |
| 0.96 | SRWAX | Saat Market Growth | PairCorr |
| 0.72 | SRYRX | Simt Real Return | PairCorr |
| 0.79 | SSCGX | Simt Small Cap | PairCorr |
| 0.9 | SSEAX | Siit Screened World | PairCorr |
| 0.92 | SSGAX | Saat Aggressive Strategy | PairCorr |
| 0.95 | SASDX | Saat Aggressive Strategy | PairCorr |
Simt Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Simt Managed's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Simt Managed or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | SEI Funds, Large Funds, Large Value Funds, Large Value, SEI (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | September |
Simt Managed Volatility [SUSYX] is traded in USA and was established 3rd of May 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 4.23% with the current yeild of 0.02%, while the total return for the last 3 years was 5.08%.
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
| TSN | Tyson Foods | Stock | Consumer Staples |
| AEP | American Electric Power | Stock | Utilities |
| MSI | Motorola Solutions | Stock | Information Technology |
| ORCL | Oracle | Stock | Information Technology |
| WMT | Walmart | Stock | Consumer Staples |
| VZ | Verizon Communications | Stock | Communication Services |
| TGT | Target | Stock | Consumer Staples |
Simt Managed Target Price Odds Analysis
Based on a normal probability distribution, the odds of Simt Managed jumping above the current price in 90 days from now is about 67.16%. The Simt Managed Volatility probability density function shows the probability of Simt Managed mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Simt Managed has a beta of 0.7615. This usually implies as returns on the market go up, Simt Managed average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Simt Managed Volatility will be expected to be much smaller as well. Additionally, simt Managed Volatility has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Simt Managed to move above the current price in 90 days from now is about 67.16 (This Simt Managed Volatility probability density function shows the probability of Simt Mutual Fund to fall within a particular range of prices over 90 days) .
Simt Managed Top Holders
| SICIX | Saat Servative Strategy | Mutual Fund | Allocation--15% to 30% Equity |
| SMSDX | Saat Moderate Strategy | Mutual Fund | Allocation--30% to 50% Equity |
| SMGAX | Saat Servative Strategy | Mutual Fund | Allocation--50% to 70% Equity |
| SEDIX | Saat Defensive Strategy | Mutual Fund | Short-Term Bond |
| SNSAX | Saat Defensive Strategy | Mutual Fund | Short-Term Bond |
| SMSIX | Saat Moderate Strategy | Mutual Fund | Allocation--30% to 50% Equity |
| SMOAX | Saat Moderate Strategy | Mutual Fund | Allocation--30% to 50% Equity |
Simt Managed Volatility Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Simt Managed market risk premium is the additional return an investor will receive from holding Simt Managed long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Simt Managed. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Simt Managed's alpha and beta are two of the key measurements used to evaluate Simt Managed's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.4464 | |||
| Semi Deviation | 0.6357 | |||
| Standard Deviation | 0.5612 | |||
| Variance | 0.315 |
Simt Managed Against Markets
Picking the right benchmark for Simt Managed mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Simt Managed mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Simt Managed is critical whether you are bullish or bearish towards Simt Managed Volatility at a given time. Please also check how Simt Managed's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Simt Managed without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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| All Next | Launch Module |
How to buy Simt Mutual Fund?
Before investing in Simt Managed, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Simt Managed. To buy Simt Managed fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Simt Managed. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Simt Managed fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Simt Managed Volatility fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Simt Managed Volatility fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Simt Managed Volatility, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Simt Managed Volatility?
The danger of trading Simt Managed Volatility is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Simt Managed is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Simt Managed. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Simt Managed Volatility is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Simt Managed Volatility. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in manufacturing. You can also try the CEOs Directory module to screen CEOs from public companies around the world.