Simt Tax Managed Large Fund Quote
| TMLCX Fund | USD 37.99 0.01 0.03% |
PerformanceStrong
| Odds Of DistressLow
|
Simt Tax-managed is trading at 37.99 as of the 19th of July 2025; that is 0.03% down since the beginning of the trading day. The fund's open price was 38.0. Simt Tax-managed has less than a 13 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. 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
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 | 30th of June 2025 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | September |
Simt Tax Managed Large [TMLCX] is traded in USA and was established 19th of July 2025. Simt Tax-managed 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 7.4% with the current yeild of 0.01%, while the total return for the last 3 years was 14.67%.
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 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 | 0.6051 | |||
| Semi Deviation | 0.5456 | |||
| Standard Deviation | 0.8557 | |||
| Variance | 0.7321 |
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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