Siit Equity Factor Fund Quote
| SEHAX Fund | USD 13.22 0.10 0.75% |
Performance4 of 100
| Odds Of DistressLess than 21
|
Siit Equity is trading at 13.22 as of the 26th of April 2024; that is -0.75 percent decrease since the beginning of the trading day. The fund's open price was 13.32. Siit Equity has about a 21 % 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. Equity ratings for Siit Equity Factor are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of May 2022 and ending today, the 26th of April 2024. Click here to learn more.
Under normal market conditions, the fund will invest at least 80 percent of its net assets in equity and equity-related securities, such as structured notes and convertible bonds, of U.S. companies of all capitalization ranges. It may also, to a lesser extent, invest in American Depositary Receipts and interests in real estate investments trusts . More on Siit Equity Factor
Moving together with Siit Mutual Fund
| 0.93 | SAAAX | Simt Multi Asset | PairCorr |
| 0.98 | SRWAX | Saat Market Growth | PairCorr |
| 0.61 | SRYRX | Simt Real Return | PairCorr |
| 0.91 | SSCGX | Simt Small Cap | PairCorr |
| 0.95 | SSEAX | Siit Screened World | PairCorr |
| 0.96 | SSGAX | Saat Aggressive Strategy | PairCorr |
| 0.95 | SASDX | Saat Aggressive Strategy | PairCorr |
Siit 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. Siit Equity's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Siit Equity 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 Blend, SEI (View all Sectors) |
| Update Date | 31st of March 2024 |
Siit Equity Factor [SEHAX] is traded in USA and was established 26th of April 2024. Siit Equity 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 652.01 M in assets with minimum initial investment of 100 K. Siit Equity Factor is currently producing year-to-date (YTD) return of 4.91% with the current yeild of 0.01%, while the total return for the last 3 years was 7.18%.
Check Siit Equity 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 Equity Factor 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 Equity Factor Mutual Fund Constituents
| JNJ | Johnson Johnson | Stock | Health Care |
| KR | Kroger Company | Stock | Consumer Staples |
| SEOXX | Sei Daily Income | Money Market Fund | US Money Market Fund |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services |
| JPM | JPMorgan Chase Co | Stock | Financials |
| WMT | Walmart | Stock | Consumer Staples |
| AMZN | Amazon Inc | Stock | Consumer Discretionary |
Siit Equity Target Price Odds Analysis
Based on a normal probability distribution, the odds of Siit Equity jumping above the current price in 90 days from now is about 54.97%. The Siit Equity Factor probability density function shows the probability of Siit Equity mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.0276. This usually implies Siit Equity Factor market returns are sensitive to returns on the market. As the market goes up or down, Siit Equity is expected to follow. Additionally, siit Equity Factor has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Siit Equity to move above the current price in 90 days from now is about 54.97 (This Siit Equity Factor probability density function shows the probability of Siit Mutual Fund to fall within a particular range of prices over 90 days) .
Siit Equity Factor Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Siit Equity market risk premium is the additional return an investor will receive from holding Siit Equity 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 Siit Equity. 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 Siit Equity's alpha and beta are two of the key measurements used to evaluate Siit Equity's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5797 | |||
| Semi Deviation | 0.6542 | |||
| Standard Deviation | 0.7233 | |||
| Variance | 0.5232 |
Siit Equity Against Markets
Picking the right benchmark for Siit Equity 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 Siit Equity 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 Siit Equity is critical whether you are bullish or bearish towards Siit Equity Factor at a given time. Please also check how Siit Equity'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 Siit Equity 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?
Run Latest Portfolios Now
Latest PortfoliosQuick portfolio dashboard that showcases your latest portfolios |
| All Next | Launch Module |
How to buy Siit Mutual Fund?
Before investing in Siit Equity, 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 Siit Equity. To buy Siit Equity fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Siit Equity. 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 Siit Equity fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Siit Equity Factor 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 Siit Equity Factor 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 Siit Equity Factor, 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 Siit Equity Factor?
The danger of trading Siit Equity Factor 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 Siit Equity 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 Siit Equity. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Siit Equity Factor 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 Siit Equity Factor. 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 nation. Note that the Siit Equity Factor information on this page should be used as a complementary analysis to other Siit Equity's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.