Siit Small Cap Fund Quote

SECAX Fund  USD 11.72  0.19  1.60%   

Performance

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Weak
 
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Odds Of Distress

Low

 
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Low
Siit Small is trading at 11.72 as of the 5th of November 2025; that is 1.6% down since the beginning of the trading day. The fund's open price was 11.91. Siit Small has about a 20 % 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. The performance scores are derived for the period starting the 16th of November 2023 and ending today, the 5th of November 2025. 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

  0.82SAAAX Simt Multi AssetPairCorr
  0.89SRWAX Saat Market GrowthPairCorr
  0.87SRYRX Simt Real ReturnPairCorr
  0.98SSCGX Simt Small CapPairCorr
  0.88SSEAX Siit Screened WorldPairCorr
  0.89SSGAX Saat Aggressive StrategyPairCorr

Siit Mutual Fund Highlights

Thematic IdeaSmall Growth Funds (View all Themes)
Fund ConcentrationSEI Funds, Large Funds, Small Blend Funds, Small Growth Funds, Small Blend, SEI, Large, Small Blend (View all Sectors)
Update Date30th of September 2025
Siit Small Cap [SECAX] is traded in USA and was established 5th of November 2025. 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. The entity is thematically classified as Small Growth Funds. 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 0.3% with the current yeild of 0.01%, while the total return for the last 3 years was 9.28%.
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

DKDelek EnergyStockEnergy
WTFCWintrust FinancialStockFinancials
LGNDLigand Pharmaceuticals IncorporatedStockHealth Care
CNOCNO Financial GroupStockFinancials
OFGOFG BancorpStockFinancials
PBHPrestige Brand HoldingsStockHealth Care
CMCCommercial MetalsStockMaterials
PLAYDave Busters EntertainmentStockConsumer Discretionary
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Siit Small Cap Risk Profiles

Siit Small Against Markets

Other Information on Investing in Siit Mutual Fund

Siit Small financial ratios help investors to determine whether Siit 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 Siit with respect to the benefits of owning Siit Small security.
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