Saat Moderate Strategy Fund Quote
| SMOAX Fund | USD 11.76 0.01 0.09% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Saat Moderate is trading at 11.76 as of the 21st of November 2024; that is 0.09% up since the beginning of the trading day. The fund's open price was 11.75. Saat Moderate has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Saat Moderate Strategy are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of December 2022 and ending today, the 21st of November 2024. Click here to learn more.
The fund predominantly invests in other SEI Funds, each of which has its own investment goal . The Underlying SEI Funds invest, in turn, in securities and other instruments of various asset classes. More on Saat Moderate Strategy
Moving together with Saat Mutual Fund
Saat Mutual Fund Highlights
| Thematic Idea | Moderate Funds (View all Themes) |
| Fund Concentration | SEI Funds, Large Value Funds, Allocation--30% to 50% Equity Funds, Moderate Funds, Allocation--30% to 50% Equity, SEI, Large Value, Allocation--30% to 50% Equity (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 31st of July 2022 |
| Fiscal Year End | March |
Saat Moderate Strategy [SMOAX] is traded in USA and was established 21st of November 2024. Saat Moderate is listed under SEI category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of SEI family. The entity is thematically classified as Moderate Funds. This fund at this time has accumulated 94.36 M in assets with minimum initial investment of 100 K. Saat Moderate Strategy is currently producing year-to-date (YTD) return of 6.95% with the current yeild of 0.03%, while the total return for the last 3 years was 1.3%.
Check Saat Moderate 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 Saat 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 Saat 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 Saat Moderate Strategy 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 Saat Moderate Strategy Mutual Fund Constituents
| SVAYX | Simt Large Cap | Mutual Fund | Large Value | |
| SCFYX | Simt E Fixed | Mutual Fund | Intermediate Core Bond | |
| SDGFX | Sdit Short Duration | Mutual Fund | Short Government | |
| SECYX | Sdit Ultra Short | Mutual Fund | Ultrashort Bond | |
| SGLYX | Simt Global Managed | Mutual Fund | World Large-Stock Blend | |
| SIYYX | Simt High Yield | Mutual Fund | High Yield Bond | |
| SLFYX | Simt Multi Asset Inflation | Mutual Fund | World Allocation | |
| SLIYX | Simt Multi Asset Income | Mutual Fund | Tactical Allocation |
Saat Moderate Strategy Risk Profiles
| Mean Deviation | 0.1998 | |||
| Semi Deviation | 0.2065 | |||
| Standard Deviation | 0.2532 | |||
| Variance | 0.0641 |
Saat Moderate Against Markets
Other Information on Investing in Saat Mutual Fund
Saat Moderate financial ratios help investors to determine whether Saat 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 Saat with respect to the benefits of owning Saat Moderate security.
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Stocks Directory Find actively traded stocks across global markets | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing |