Simt Small Cap Fund Quote
| SSCGX Fund | USD 34.69 0.13 0.37% |
PerformanceSolid
| Odds Of DistressLow
|
Simt Small is trading at 34.69 as of the 20th of July 2025; that is 0.37% down since the beginning of the trading day. The fund's open price was 34.82. Simt Small has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities of small companies. It will primarily seek to purchase securities believed to have attractive growth and appreciation potential. For the purposes of this fund, a small company is a company with a market capitalization in the range of companies in the Russell 2000 Index, as determined at the time of purchase.. More on Simt Small Cap
Moving together with Simt Mutual Fund
Simt Mutual Fund Highlights
| Fund Concentration | SEI Funds, Large Funds, Small Growth Funds, Small Growth, SEI, Large, Small Growth (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | September |
Simt Small Cap [SSCGX] is traded in USA and was established 20th of July 2025. Simt Small is listed under SEI category by Fama And French industry classification. The fund is listed under Small Growth category and is part of SEI family. This fund at this time has accumulated 334.54 M in assets with no minimum investment requirementsSimt Small Cap is currently producing year-to-date (YTD) return of 3.01% with the current yeild of 0.0%, while the total return for the last 3 years was 9.66%.
Check Simt 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 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 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 Simt Small Cap Mutual Fund Constituents
| STRA | Strategic Education | Stock | Consumer Discretionary | |
| PLNT | Planet Fitness | Stock | Consumer Discretionary | |
| LOPE | Grand Canyon Education | Stock | Consumer Discretionary | |
| COHR | Coherent | Stock | Information Technology | |
| RNG | Ringcentral | Stock | Information Technology | |
| PLUG | Plug Power | Stock | Industrials | |
| LPX | Louisiana Pacific | Stock | Materials | |
| VRNS | Varonis Systems | Stock | Information Technology |
Simt Small Cap Risk Profiles
| Mean Deviation | 0.8165 | |||
| Semi Deviation | 0.7969 | |||
| Standard Deviation | 1.11 | |||
| Variance | 1.23 |
Simt Small Against Markets
Other Information on Investing in Simt Mutual Fund
Simt Small financial ratios help investors to determine whether Simt 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 Simt with respect to the benefits of owning Simt Small security.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum |