Simt Global Managed Fund Quote
| SVTAX Fund | USD 11.22 0.04 0.36% |
Performance1 of 100
| Odds Of DistressLess than 22
|
Simt Global is trading at 11.22 as of the 14th of December 2024; that is 0.36% down since the beginning of the trading day. The fund's open price was 11.26. Simt Global has about a 22 % 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 14th of November 2024 and ending today, the 14th of December 2024. Click here to learn more.
The fund will typically invest in securities of U.S. and foreign companies of all capitalization ranges. These securities may include common stocks, preferred stocks, warrants, depositary receipts, exchange-traded funds and real estate investment trusts . More on Simt Global Managed
Moving together with Simt Mutual Fund
Simt Mutual Fund Highlights
| Fund Concentration | SEI Funds, Large Value Funds, World Large-Stock Value Funds, World Large-Stock Value, SEI (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | September |
Simt Global Managed [SVTAX] is traded in USA and was established 14th of December 2024. Simt Global is listed under SEI category by Fama And French industry classification. The fund is listed under World Large-Stock Value category and is part of SEI family. This fund at this time has accumulated 842.17 M in assets with minimum initial investment of 100 K. Simt Global Managed is currently producing year-to-date (YTD) return of 17.1% with the current yeild of 0.01%, while the total return for the last 3 years was 6.99%.
Check Simt Global 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 Global Managed 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 Global Managed Mutual Fund Constituents
| CLX | The Clorox | Stock | Consumer Staples | |
| T | ATT Inc | Stock | Communication Services | |
| ORCL | Oracle | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology | |
| MO | Altria Group | Stock | Consumer Staples | |
| DG | Dollar General | Stock | Consumer Staples | |
| EL | Estee Lauder Companies | Stock | Consumer Staples | |
| UHS | Universal Health Services | Stock | Health Care |
Simt Global Managed Risk Profiles
| Mean Deviation | 0.3332 | |||
| Semi Deviation | 0.3307 | |||
| Standard Deviation | 0.3951 | |||
| Variance | 0.1561 |
Simt Global Against Markets
Other Information on Investing in Simt Mutual Fund
Simt Global 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 Global security.
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