Siit Small Cap Fund Quote

SECAX Fund  USD 11.52  0.23  2.04%   

Performance

8 of 100

 
Low
 
High
OK

Odds Of Distress

Less than 38

 
100  
 
Zero
Below Average
Siit Small is trading at 11.52 as of the 28th of March 2024; that is 2.04 percent up since the beginning of the trading day. The fund's open price was 11.29. Siit Small has about a 38 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Siit Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. Click here to learn more.
The fund will invest at least 80 percent of its net assets in equity securities of small companies, ETFs based on small capitalization indexes and securities of REITs. For purposes of this fund, a small company is a company with a market capitalization in the range of companies in the Russell 2000 Index at the time of purchase. More on Siit Small Cap

Moving together with Siit Mutual Fund

  0.75USG USCF Gold Strategy Symbol ChangePairCorr
  0.91SIPIX Simt Mid CapPairCorr
  0.89SISAX Saat Tax-managed AggPairCorr
  0.78SITEX Sit Emerging MarketsPairCorr
  0.78SIYYX Simt High YieldPairCorr
  0.87SAAAX Simt Multi-asset AccPairCorr
  0.91SRWAX Saat Market GrowthPairCorr

Siit 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. Siit Small's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Siit Small or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationSEI Funds, Large Funds, Small Blend Funds, Small Blend, SEI (View all Sectors)
Update Date31st of March 2024
Siit Small Cap [SECAX] is traded in USA and was established 28th of March 2024. Siit Small is listed under SEI category by Fama And French industry classification. The fund is listed under Small Blend category and is part of SEI family. This fund at this time has accumulated 467.94 M in assets with minimum initial investment of 100 K. Siit Small Cap is currently producing year-to-date (YTD) return of 5.02% with the current yeild of 0.01%, while the total return for the last 3 years was 2.6%.
Check Siit Small 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 Siit 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 Siit 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 Siit Small 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 Siit Small Cap Mutual Fund Constituents

WTFCWintrust FinancialStockFinancials
CNKCinemark HoldingsStockCommunication Services
PBHPrestige Brand HoldingsStockHealth Care
TWNKHostess BrandsStockConsumer Staples
PPCPilgrims Pride CorpStockConsumer Staples
FNBFNB CorpStockFinancials
ACHCAcadia HealthcareStockHealth Care
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Siit Small Target Price Odds Analysis

Based on a normal probability distribution, the odds of Siit Small jumping above the current price in 90 days from now is near 1%. The Siit Small Cap probability density function shows the probability of Siit Small mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Siit Small Cap has a beta of -0.216. This usually implies as returns on benchmark increase, returns on holding Siit Small are expected to decrease at a much lower rate. During the bear market, however, Siit Small Cap is likely to outperform the market. Additionally, siit Small Cap has an alpha of 0.1308, implying that it can generate a 0.13 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 11.52HorizonTargetOdds Above 11.52
99.42%90 days
 11.52 
0.56%
Based on a normal probability distribution, the odds of Siit Small to move above the current price in 90 days from now is near 1 (This Siit Small Cap probability density function shows the probability of Siit Mutual Fund to fall within a particular range of prices over 90 days) .

Siit Small Cap Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Siit Small market risk premium is the additional return an investor will receive from holding Siit Small 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 Siit Small. 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 Siit Small's alpha and beta are two of the key measurements used to evaluate Siit Small's performance over the market, the standard measures of volatility play an important role as well.

Siit Small Against Markets

Picking the right benchmark for Siit Small 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 Siit Small 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 Siit Small is critical whether you are bullish or bearish towards Siit Small Cap at a given time. Please also check how Siit Small'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 Siit Small 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.

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How to buy Siit Mutual Fund?

Before investing in Siit Small, 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 Siit Small. To buy Siit Small fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Siit Small. 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 Siit Small fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Siit Small Cap 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 Siit Small Cap 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 Siit Small Cap, 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 Siit Small Cap?

The danger of trading Siit Small Cap 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 Siit Small 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 Siit Small. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Siit Small Cap 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 Siit Small Cap. 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 nation.
Note that the Siit Small Cap information on this page should be used as a complementary analysis to other Siit Small's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Top Crypto Exchanges module to search and analyze digital assets across top global cryptocurrency exchanges.

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When running Siit Small's price analysis, check to measure Siit Small's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Siit Small is operating at the current time. Most of Siit Small's value examination focuses on studying past and present price action to predict the probability of Siit Small's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Siit Small's price. Additionally, you may evaluate how the addition of Siit Small to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Siit Small's value and its price as these two are different measures arrived at by different means. Investors typically determine if Siit Small is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Siit Small's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.