Siit Small Mid Fund Quote

SSMAX Fund  USD 10.23  0.07  0.69%   

Performance

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Odds Of Distress

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Low
Siit Small is trading at 10.23 as of the 5th of July 2025; that is 0.69% up since the beginning of the trading day. The fund's open price was 10.16. Siit Small has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 6th of April 2025 and ending today, the 5th of July 2025. Click here to learn more.
Under normal circumstances, the SmallMid Cap Equity Fund will invest at least 80 percent of its net assets in equity securities of small and medium-sized companies, ETFs based on small and medium-sized capitalization indexes and securities of REITs. It will invest primarily in common stocks of U.S. More on Siit Small Mid

Moving together with Siit Mutual Fund

  0.79TFCYX Tax Free ConservativePairCorr
  0.8SUSAX Siit Ultra ShortPairCorr
  0.99SECAX Siit Small CapPairCorr
  0.89SEDAX Siit Emerging MarketsPairCorr
  0.78SEIRX Simt Real EstatePairCorr

Siit Mutual Fund Highlights

Fund ConcentrationSEI Funds, Large Funds, Small Blend Funds, Small Blend, SEI, Large, Small Blend (View all Sectors)
Update Date30th of June 2025
Siit Small Mid [SSMAX] is traded in USA and was established 5th of July 2025. Siit Small is listed under SEI category by Fama And French industry classification. The fund is listed under Small Blend category and is part of SEI family. This fund at this time has accumulated 1.58 B in assets with minimum initial investment of 100 K. Siit Small Mid is currently producing year-to-date (YTD) return of 2.48% with the current yeild of 0.02%, while the total return for the last 3 years was 3.76%.
Check Siit Small 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 Siit 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 Siit 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 Siit Small Mid 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 Siit Small Mid Mutual Fund Constituents

BWXTBWX TechnologiesStockIndustrials
COLDAmericold Realty TrustStockReal Estate
ENSGThe Ensign GroupStockHealth Care
FMCFMC CorporationStockMaterials
TRMBTrimbleStockInformation Technology
HBIHanesbrandsStockConsumer Discretionary
SEOXXSei Daily IncomeMoney Market FundUS Money Market Fund
LGNDLigand Pharmaceuticals IncorporatedStockHealth Care
More Details

Siit Small Mid Risk Profiles

Siit Small Against Markets

Other Information on Investing in Siit Mutual Fund

Siit Small financial ratios help investors to determine whether Siit 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 Siit with respect to the benefits of owning Siit Small security.
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