Morningstar

SEI Institutional Investments Trust Large Cap Disciplined Equity Fund Class A SCPAX

Morningstar Medalist Rating
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Medalist Rating as of See SEI Investment Hub
  • NAV / 1-Day Return $12.28  /  −0.57 %
  • Fund Size $1.2B
  • Adjusted Expense Ratio 0.180%
  • Net Expense Ratio 0.180%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 2.79%
  • Turnover Ratio 111%
NAV and 1-Day Return as of

Morningstar’s Analysis SCPAX

Will SCPAX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SCPAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SCPAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SCPAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

SEI Large Cap Disciplined Eq A (SIIT) holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SCPAX

More SCPAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.73 71M
Technology

Apple Inc

5.22 65M
Technology

NVIDIA Corp

3.77 47M
Technology

Amazon.com Inc

2.97 37M
Consumer Cyclical

Alphabet Inc Class A

2.66 33M
Communication Services

Broadcom Inc

2.37 29M
Technology

SEI Government Institutional (SDIT)

2.29 29M
Cash and Equivalents

Meta Platforms Inc Class A

2.07 26M
Communication Services

United States Treasury Bills 0%

2.02 25M
Government

Eli Lilly and Co

1.52 19M
Healthcare

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