Simt Tax Managed Managed Fund Quote
| TMMAX Fund | USD 21.37 0.02 0.09% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Simt Tax is trading at 21.37 as of the 15th of December 2024; that is 0.09% down since the beginning of the trading day. The fund's open price was 21.39. Simt Tax has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 15th of November 2024 and ending today, the 15th of December 2024. Click here to learn more.
The fund will invest at least 80 percent of its net assets in securities of U.S. companies of all capitalization ranges. These securities may include common stocks, preferred stocks, ETFs and warrants. It may also, to a lesser extent, invest in American Depositary Receipts , real estate investment trusts and securities of non-U.S. More on Simt Tax Managed Managed
Moving together with Simt Mutual Fund
Simt Mutual Fund Highlights
| Fund Concentration | SEI Funds, Large Value Funds, Large Value, SEI, Large Blend, Large Value (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | September |
Simt Tax Managed Managed [TMMAX] is traded in USA and was established 15th of December 2024. Simt Tax is listed under SEI category by Fama And French industry classification. The fund is listed under Large Value category and is part of SEI family. This fund at this time has accumulated 869.55 M in assets with minimum initial investment of 100 K. Simt Tax Managed is currently producing year-to-date (YTD) return of 22.44% with the current yeild of 0.01%, while the total return for the last 3 years was 10.43%.
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 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 Tax Managed Managed Mutual Fund Constituents
| DIS | Walt Disney | Stock | Communication Services | |
| HUM | Humana Inc | Etf | Health Care | |
| T | ATT Inc | Stock | Communication Services | |
| ED | Consolidated Edison | Stock | Utilities | |
| MSFT | Microsoft | Stock | Information Technology | |
| WMT | Walmart | Stock | Consumer Staples | |
| WM | Waste Management | Stock | Industrials | |
| VZ | Verizon Communications | Stock | Communication Services |
Simt Tax Managed Risk Profiles
| Mean Deviation | 0.4195 | |||
| Semi Deviation | 0.4145 | |||
| Standard Deviation | 0.5355 | |||
| Variance | 0.2867 |
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.
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