Simt Large Cap Fund Key Fundamental Indicators
| SLGFX Fund | USD 22.07 0.12 0.55% |
As of the 18th of February 2026, Simt Large has the Risk Adjusted Performance of 0.1675, coefficient of variation of 473.36, and Semi Deviation of 0.4604. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Simt Large Cap, as well as the relationship between them.
Simt Large's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Simt Large's valuation are provided below:Simt Large Cap does not presently have any fundamental trend indicators for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Simt |
Simt Large 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Simt Large's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Simt Large.
| 11/20/2025 |
| 02/18/2026 |
If you would invest 0.00 in Simt Large on November 20, 2025 and sell it all today you would earn a total of 0.00 from holding Simt Large Cap or generate 0.0% return on investment in Simt Large over 90 days. Simt Large is related to or competes with Baird Midcap, Baird Midcap, Lazard Us, Lazard Us, Schwab Target, Wells Fargo, and Simt Sp. Under normal circumstances, the fund will invest substantially all of its assets in securities of companies that are inc... More
Simt Large Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Simt Large's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Simt Large Cap upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.7231 | |||
| Information Ratio | 0.1541 | |||
| Maximum Drawdown | 5.49 | |||
| Value At Risk | (1.09) | |||
| Potential Upside | 1.15 |
Simt Large Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Simt Large's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Simt Large's standard deviation. In reality, there are many statistical measures that can use Simt Large historical prices to predict the future Simt Large's volatility.| Risk Adjusted Performance | 0.1675 | |||
| Jensen Alpha | 0.1436 | |||
| Total Risk Alpha | 0.1247 | |||
| Sortino Ratio | 0.1741 | |||
| Treynor Ratio | 0.3144 |
Simt Large February 18, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1675 | |||
| Market Risk Adjusted Performance | 0.3244 | |||
| Mean Deviation | 0.5646 | |||
| Semi Deviation | 0.4604 | |||
| Downside Deviation | 0.7231 | |||
| Coefficient Of Variation | 473.36 | |||
| Standard Deviation | 0.8168 | |||
| Variance | 0.6672 | |||
| Information Ratio | 0.1541 | |||
| Jensen Alpha | 0.1436 | |||
| Total Risk Alpha | 0.1247 | |||
| Sortino Ratio | 0.1741 | |||
| Treynor Ratio | 0.3144 | |||
| Maximum Drawdown | 5.49 | |||
| Value At Risk | (1.09) | |||
| Potential Upside | 1.15 | |||
| Downside Variance | 0.5229 | |||
| Semi Variance | 0.2119 | |||
| Expected Short fall | (0.70) | |||
| Skewness | 0.8413 | |||
| Kurtosis | 4.62 |
Simt Large Cap Backtested Returns
At this stage we consider Simt Mutual Fund to be very steady. Simt Large Cap owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.21, which indicates the fund had a 0.21 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Simt Large Cap, which you can use to evaluate the volatility of the fund. Please validate Simt Large's Risk Adjusted Performance of 0.1675, coefficient of variation of 473.36, and Semi Deviation of 0.4604 to confirm if the risk estimate we provide is consistent with the expected return of 0.17%. The entity has a beta of 0.52, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Simt Large's returns are expected to increase less than the market. However, during the bear market, the loss of holding Simt Large is expected to be smaller as well.
Auto-correlation | -0.33 |
Poor reverse predictability
Simt Large Cap has poor reverse predictability. Overlapping area represents the amount of predictability between Simt Large time series from 20th of November 2025 to 4th of January 2026 and 4th of January 2026 to 18th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Simt Large Cap price movement. The serial correlation of -0.33 indicates that nearly 33.0% of current Simt Large price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.33 | |
| Spearman Rank Test | -0.14 | |
| Residual Average | 0.0 | |
| Price Variance | 0.03 |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
| Competition |
In accordance with the recently published financial statements, Simt Large Cap has an Annual Yield of 0.0092%. This is much higher than that of the SEI family and significantly higher than that of the Large Blend category. The annual yield for all United States funds is notably lower than that of the firm.
Simt Large Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Simt Large's current stock value. Our valuation model uses many indicators to compare Simt Large value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Simt Large competition to find correlations between indicators driving Simt Large's intrinsic value. More Info.Simt Large Cap is rated top fund in annual yield among similar funds. It is rated below average in year to date return among similar funds creating about 9.92 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Simt Large's earnings, one of the primary drivers of an investment's value.Simt Annual Yield Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Simt Large's direct or indirect competition against its Annual Yield to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Simt Large could also be used in its relative valuation, which is a method of valuing Simt Large by comparing valuation metrics of similar companies.Simt Large is currently under evaluation in annual yield among similar funds.
Simt Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Simt Large's current stock value. Our valuation model uses many indicators to compare Simt Large value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Simt Large competition to find correlations between indicators driving Simt Large's intrinsic value. More Info.Simt Large Cap is rated top fund in annual yield among similar funds. It is rated below average in year to date return among similar funds creating about 9.92 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Simt Large's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Simt Large
The fund consists of 98.71% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Simt Large's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Simt Fundamentals
| Total Asset | 1.2 B | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 0.09 % | ||||
| One Year Return | 12.31 % | ||||
| Three Year Return | 19.26 % | ||||
| Five Year Return | 12.08 % | ||||
| Net Asset | 480.74 M | ||||
| Minimum Initial Investment | 100 K | ||||
| Last Dividend Paid | 0.04 | ||||
| Cash Position Weight | 1.29 % | ||||
| Equity Positions Weight | 98.71 % |
About Simt Large Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Simt Large Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Simt Large using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Simt Large Cap based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.Under normal circumstances, the fund will invest substantially all of its assets in securities of companies that are included in the index. Sei Institutional is traded on NASDAQ Exchange in the United States.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Simt Mutual Fund
Simt Large 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 Large security.
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios |