Simt Managed Volatility Fund Quote

SUSYX Fund  USD 15.16  0.09  0.59%   

Performance

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Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Simt Managed is trading at 15.16 as of the 17th of December 2025; that is 0.59% down since the beginning of the trading day. The fund's open price was 15.25. Simt Managed has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 18th of September 2025 and ending today, the 17th of December 2025. Click here to learn more.
Under normal circumstances, 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, exchange-traded funds 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 Managed Volatility

Simt Mutual Fund Highlights

Fund ConcentrationSEI Funds, Large Funds, Large Value Funds, Large Value, SEI (View all Sectors)
Update Date31st of December 2025
Expense Ratio Date31st of January 2025
Fiscal Year EndSeptember
Simt Managed Volatility [SUSYX] is traded in USA and was established 17th of December 2025. Simt 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 536.14 M in assets with no minimum investment requirementsSimt Managed Volatility is currently producing year-to-date (YTD) return of 7.35% with the current yeild of 0.01%, while the total return for the last 3 years was 9.8%.
Check Simt 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 Managed Volatility 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 Managed Volatility Mutual Fund Constituents

TSNTyson FoodsStockConsumer Staples
AEPAmerican Electric PowerStockUtilities
MSIMotorola SolutionsStockInformation Technology
ORCLOracleStockInformation Technology
WMTWalmart Common StockStockConsumer Staples
VZVerizon CommunicationsStockCommunication Services
TGTTargetStockConsumer Staples
TATT IncStockCommunication Services
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Simt Managed Top Holders

SICIXSaat Servative StrategyMutual FundAllocation--15% to 30% Equity
SMSDXSaat Moderate StrategyMutual FundAllocation--30% to 50% Equity
SMGAXSaat Servative StrategyMutual FundAllocation--50% to 70% Equity
SEDIXSaat Defensive StrategyMutual FundShort-Term Bond
SNSAXSaat Defensive StrategyMutual FundShort-Term Bond
SMSIXSaat Moderate StrategyMutual FundAllocation--30% to 50% Equity
SMOAXSaat Moderate StrategyMutual FundAllocation--30% to 50% Equity
SXMAXSaat Moderate StrategyMutual FundAllocation--70% to 85% Equity
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Simt Managed Volatility Risk Profiles

Simt Managed Against Markets

Other Information on Investing in Simt Mutual Fund

Simt 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 Managed security.
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