Simt Tax Managed Smallmid Fund Quote

STMPX Fund  USD 23.09  0.10  0.43%   

Performance

Solid

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Simt Tax-managed is trading at 23.09 as of the 20th of July 2025; that is 0.43% down since the beginning of the trading day. The fund's open price was 23.19. Simt Tax-managed has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
The fund will invest at least 80 percent of its net assets in equity securities of small and medium capitalization companies. Tax Managed is traded on NASDAQ Exchange in the United States. More on Simt Tax Managed Smallmid

Moving together with Simt Mutual Fund

  0.87SAAAX Simt Multi AssetPairCorr
  0.97SRWAX Saat Market GrowthPairCorr
  0.82SSCGX Simt Small CapPairCorr
  0.8SSEAX Siit Screened WorldPairCorr
  0.97SSGAX Saat Aggressive StrategyPairCorr

Simt 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
Simt Tax Managed Smallmid [STMPX] is traded in USA and was established 20th of July 2025. Simt Tax-managed 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 996.2 M in assets with no minimum investment requirementsSimt Tax Managed is currently producing year-to-date (YTD) return of 1.29% with the current yeild of 0.01%, while the total return for the last 3 years was 10.65%.
Check Simt Tax-managed Probability Of Bankruptcy

Instrument Allocation

Top Simt Tax Managed Smallmid Mutual Fund Constituents

PAYPaymentus HoldingsStockInformation Technology
IACIAC IncStockCommunication Services
SEOXXSei Daily IncomeMoney Market FundUS Money Market Fund
FNBFNB CorpStockFinancials
KARKAR Auction ServicesStockIndustrials
NXSTNexstar Broadcasting GroupStockCommunication Services
NKTRNektar TherapeuticsStockHealth Care
BWXTBWX TechnologiesStockIndustrials
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Simt Tax-managed Top Holders

SKTAXSaat E MarketMutual FundAllocation--85%+ Equity
SISAXSaat Tax Managed AggressiveMutual FundAllocation--85%+ Equity
SGOAXSaat Market GrowthMutual FundAllocation--85%+ Equity
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Simt Tax Managed Risk Profiles

Simt Tax-managed Against Markets

Other Information on Investing in Simt Mutual Fund

Simt Tax-managed 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-managed security.
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