Simt Tax Managed Managed Fund Quote
STVYX Fund | USD 19.46 0.19 0.97% |
Performance28 of 100
| Odds Of DistressLess than 26
|
Simt Tax-managed is trading at 19.46 as of the 28th of March 2024; that is -0.97 percent down since the beginning of the trading day. The fund's open price was 19.65. Simt Tax-managed has about a 26 % chance of experiencing some form of financial distress in the next two years of operation and had a somewhat strong performance during the last 90 days. Equity ratings for Simt Tax Managed Managed are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of June 2022 and ending today, the 28th of March 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
0.97 | STFGX | State Farm Growth | PairCorr |
0.94 | SIPIX | Simt Mid Cap | PairCorr |
0.92 | SIYYX | Simt High Yield | PairCorr |
0.72 | SAAAX | Simt Multi-asset Acc | PairCorr |
0.94 | SRWAX | Saat Market Growth | PairCorr |
Moving against Simt Mutual Fund
0.53 | SLDAX | Siit Long Duration | PairCorr |
0.42 | SCFYX | Simt E Fixed | PairCorr |
Simt Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Simt Tax-managed's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Simt Tax-managed or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund Concentration | SEI Funds, Large Blend Funds, Large Value Funds, Large Value, SEI (View all Sectors) |
Update Date | 31st of March 2024 |
Simt Tax Managed Managed [STVYX] is traded in USA and was established 28th of March 2024. Simt Tax-managed 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 1.11 B in assets with no minimum investment requirementsSimt Tax-managed Managed is currently producing year-to-date (YTD) return of 9.19% with the current yeild of 0.01%, while the total return for the last 3 years was 11.01%.
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 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
ED | Consolidated Edison | Stock | Utilities |
CBOE | Cboe Global Markets | Stock | Financials |
T | ATT Inc | Stock | Communication Services |
NOC | Northrop Grumman | Stock | Industrials |
TSN | Tyson Foods | Stock | Consumer Staples |
MSFT | Microsoft | Stock | Information Technology |
WMT | Walmart | Stock | Consumer Staples |
Simt Tax-managed Target Price Odds Analysis
Based on a normal probability distribution, the odds of Simt Tax-managed jumping above the current price in 90 days from now is nearly 4.72%. The Simt Tax Managed Managed probability density function shows the probability of Simt Tax-managed mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Simt Tax Managed Managed has a beta of -0.1049. This usually implies as returns on benchmark increase, returns on holding Simt Tax-managed are expected to decrease at a much lower rate. During the bear market, however, Simt Tax Managed Managed is likely to outperform the market. Additionally, simt Tax Managed Managed has an alpha of 0.1604, implying that it can generate a 0.16 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Simt Tax-managed to move above the current price in 90 days from now is nearly 4.72 (This Simt Tax Managed Managed probability density function shows the probability of Simt Mutual Fund to fall within a particular range of prices over 90 days) .
Simt Tax-managed Managed Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Simt Tax-managed market risk premium is the additional return an investor will receive from holding Simt Tax-managed long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Simt Tax-managed. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Simt Tax-managed's alpha and beta are two of the key measurements used to evaluate Simt Tax-managed's performance over the market, the standard measures of volatility play an important role as well.
Mean Deviation | 0.2864 | |||
Standard Deviation | 0.3785 | |||
Variance | 0.1433 | |||
Downside Variance | 0.1097 |
Simt Tax-managed Against Markets
Picking the right benchmark for Simt Tax-managed mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Simt Tax-managed mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Simt Tax-managed is critical whether you are bullish or bearish towards Simt Tax Managed Managed at a given time. Please also check how Simt Tax-managed's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Simt Tax-managed without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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All Next | Launch Module |
How to buy Simt Mutual Fund?
Before investing in Simt Tax-managed, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Simt Tax-managed. To buy Simt Tax-managed fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Simt Tax-managed. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Simt Tax-managed fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Simt Tax Managed Managed fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Simt Tax Managed Managed fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Simt Tax Managed Managed, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Simt Tax Managed Managed?
The danger of trading Simt Tax Managed Managed is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Simt Tax-managed is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Simt Tax-managed. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Simt Tax-managed Managed is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Simt Tax Managed Managed. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in manufacturing. You can also try the Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.
Complementary Tools for Simt Mutual Fund analysis
When running Simt Tax-managed's price analysis, check to measure Simt Tax-managed's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Simt Tax-managed is operating at the current time. Most of Simt Tax-managed's value examination focuses on studying past and present price action to predict the probability of Simt Tax-managed's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Simt Tax-managed's price. Additionally, you may evaluate how the addition of Simt Tax-managed to your portfolios can decrease your overall portfolio volatility.
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