Simt Tax Managed Smallmid Fund Quote
| STMSX Fund | USD 23.15 0.11 0.48% |
PerformanceSolid
| Odds Of DistressLow
|
Simt Tax-managed is trading at 23.15 as of the 19th of July 2025; that is 0.48% up since the beginning of the trading day. The fund's open price was 23.04. Simt Tax-managed has less than a 18 % 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 19th of June 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund will invest at least 80 percent of its net assets in equity securities of small and medium capitalization companies. The funds investments in equity securities may include common and preferred stocks, warrants and, to a lesser extent, REITs, ETFs and securities of large capitalization companies.. More on Simt Tax Managed Smallmid
Moving together with Simt Mutual Fund
Simt Mutual Fund Highlights
| Fund Concentration | SEI Funds, Large Funds, Small Blend Funds, Small Blend, SEI, Large, Small Blend (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | September |
Simt Tax Managed Smallmid [STMSX] is traded in USA and was established 19th of July 2025. Simt Tax-managed 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 824.08 M in assets with minimum initial investment of 100 K. Simt Tax Managed is currently producing year-to-date (YTD) return of 0.13% with the current yeild of 0.0%, while the total return for the last 3 years was 9.92%.
Check Simt Tax-managed 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 Smallmid 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 Smallmid Mutual Fund Constituents
| MPW | Medical Properties Trust | Stock | Real Estate | |
| BWXT | BWX Technologies | Stock | Industrials | |
| XPO | XPO Logistics | Stock | Industrials | |
| NXST | Nexstar Broadcasting Group | Stock | Communication Services | |
| SMCI | Super Micro Computer | Stock | Information Technology | |
| CXW | CoreCivic | Stock | Industrials | |
| LAD | Lithia Motors | Stock | Consumer Discretionary | |
| SLGN | Silgan Holdings | Stock | Materials |
Simt Tax Managed Risk Profiles
| Mean Deviation | 0.8056 | |||
| Semi Deviation | 0.8159 | |||
| Standard Deviation | 1.09 | |||
| Variance | 1.18 |
Simt Tax-managed Against Markets
Other Information on Investing in Simt Mutual Fund
Simt Tax-managed 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 Tax-managed security.
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