Simt Tax Managed Large Fund Quote
| STLYX Fund | USD 34.69 0.06 0.17% |
Performance5 of 100
| Odds Of DistressLess than 21
|
Simt Tax is trading at 34.69 as of the 20th of April 2024; that is -0.17 percent decrease since the beginning of the trading day. The fund's open price was 34.75. Simt Tax has about a 21 % 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 Tax Managed Large are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 21st of March 2024 and ending today, the 20th of April 2024. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities of large companies. For purposes of this fund, a large company is a company with a market capitalization in the range of companies in the Russell 1000 Index at the time of purchase. More on Simt Tax Managed Large
Moving together with Simt Mutual Fund
| 0.96 | SAAAX | Simt Multi Asset | PairCorr |
| 0.95 | SRWAX | Saat Market Growth | PairCorr |
| 0.64 | SRYRX | Simt Real Return | PairCorr |
| 0.85 | SSCGX | Simt Small Cap | PairCorr |
| 0.93 | SSEAX | Siit Screened World | PairCorr |
| 0.95 | 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 Tax's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Simt Tax or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | SEI Funds, Large Blend Funds, Large Blend, SEI, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of March 2024 |
Simt Tax Managed Large [STLYX] is traded in USA and was established 20th of April 2024. Simt Tax is listed under SEI category by Fama And French industry classification. The fund is listed under Large Blend category and is part of SEI family. This fund at this time has accumulated 4.15 B in assets with no minimum investment requirementsSimt Tax Managed is currently producing year-to-date (YTD) return of 5.4% with the current yeild of 0.01%, while the total return for the last 3 years was 7.41%.
Check Simt Tax 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 Tax Managed Large 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 Tax Managed Large Mutual Fund Constituents
| LOW | Lowes Companies | Stock | Consumer Discretionary |
| V | Visa Class A | Stock | Financials |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care |
| SEOXX | Sei Daily Income | Money Market Fund | US Money Market Fund |
| MSFT | Microsoft | Stock | Information Technology |
| MSCI | MSCI Inc | Stock | Financials |
| MRK | Merck Company | Stock | Health Care |
Simt Tax Target Price Odds Analysis
Based on a normal probability distribution, the odds of Simt Tax jumping above the current price in 90 days from now is about 63.2%. The Simt Tax Managed Large probability density function shows the probability of Simt Tax mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Simt Tax Managed Large has a beta of -0.0527. This usually implies as returns on the benchmark increase, returns on holding Simt Tax are expected to decrease at a much lower rate. During a bear market, however, Simt Tax Managed Large is likely to outperform the market. Additionally, simt Tax Managed Large has an alpha of 0.0614, implying that it can generate a 0.0614 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Simt Tax to move above the current price in 90 days from now is about 63.2 (This Simt Tax Managed Large probability density function shows the probability of Simt Mutual Fund to fall within a particular range of prices over 90 days) .
Simt Tax Top Holders
| SKTAX | Saat E Market | Mutual Fund | Allocation--85%+ Equity |
| SISAX | Saat Tax Managed Aggressive | Mutual Fund | Allocation--85%+ Equity |
| SXMAX | Saat Moderate Strategy | Mutual Fund | Allocation--70% to 85% Equity |
| SGOAX | Saat Market Growth | Mutual Fund | Allocation--85%+ Equity |
Simt Tax Managed Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Simt Tax market risk premium is the additional return an investor will receive from holding Simt Tax 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 Tax. 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 Tax's alpha and beta are two of the key measurements used to evaluate Simt Tax's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5345 | |||
| Semi Deviation | 0.6821 | |||
| Standard Deviation | 0.6793 | |||
| Variance | 0.4614 |
Simt Tax Against Markets
Picking the right benchmark for Simt Tax 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 Tax 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 Tax is critical whether you are bullish or bearish towards Simt Tax Managed Large at a given time. Please also check how Simt Tax'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 Tax 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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Portfolio SuggestionGet suggestions outside of your existing asset allocation including your own model portfolios |
| All Next | Launch Module |
How to buy Simt Mutual Fund?
Before investing in Simt Tax, 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 Tax. To buy Simt Tax fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Simt Tax. 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 Tax fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Simt Tax Managed Large 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 Tax Managed Large 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 Tax Managed Large, 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 Tax Managed Large?
The danger of trading Simt Tax Managed Large 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 Tax 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 Tax. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Simt Tax Managed 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 Tax Managed Large. 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 Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.