Simt Tax Managed Large Fund Quote
| TMLCX Fund | USD 36.37 3.04 7.71% |
Performance8 of 100
| Odds Of DistressLess than 20
|
Simt Tax is trading at 36.37 as of the 17th of December 2024; that is 7.71% down since the beginning of the trading day. The fund's open price was 39.41. Simt Tax has about a 20 % 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 17th of November 2024 and ending today, the 17th of December 2024. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities of large companies. For purposes of this fund, a large company is a company with a market capitalization in the range of companies in the Russell 1000 Index at the time of purchase. More on Simt Tax Managed Large
Moving together with Simt Mutual Fund
| 0.76 | SRWAX | Saat Market Growth | PairCorr |
| 0.87 | SSCGX | Simt Small Cap | PairCorr |
| 0.86 | SSGAX | Saat Aggressive Strategy | PairCorr |
Moving against Simt Mutual Fund
Simt Mutual Fund Highlights
| Fund Concentration | SEI Funds, Large Value Funds, Large Blend Funds, Large Blend, SEI, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | September |
Simt Tax Managed Large [TMLCX] is traded in USA and was established 17th of December 2024. Simt Tax is listed under SEI category by Fama And French industry classification. The fund is listed under Large Blend category and is part of SEI family. This fund at this time has accumulated 4.03 B in assets with minimum initial investment of 100 K. Simt Tax Managed is currently producing year-to-date (YTD) return of 19.0% with the current yeild of 0.01%, while the total return for the last 3 years was 7.41%.
Check Simt Tax 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 Large 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 Large Mutual Fund Constituents
| LOW | Lowes Companies | Stock | Consumer Discretionary | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| SEOXX | Sei Daily Income | Money Market Fund | US Money Market Fund | |
| MSFT | Microsoft | Stock | Information Technology | |
| MSCI | MSCI Inc | Stock | Financials | |
| MRK | Merck Company | Stock | Health Care | |
| MCO | Moodys | Stock | Financials |
Simt Tax Managed Risk Profiles
| Mean Deviation | 0.4561 | |||
| Semi Deviation | 0.4176 | |||
| Standard Deviation | 0.6066 | |||
| Variance | 0.3679 |
Simt Tax Against Markets
Other Information on Investing in Simt Mutual Fund
Simt Tax 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 security.
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| 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 | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Equity Valuation Check real value of public entities based on technical and fundamental data |