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Morningstar

SEI Small Cap Growth I (SIMT) SPWIX

Morningstar Medalist Rating
Medalist Rating as of | See SEI Investment Hub
  • NAV / 1-Day Return 30.29  /  +1.03 %
  • Total Assets 323.5 Mil
  • Adj. Expense Ratio
    1.360%
  • Expense Ratio 1.360%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield —
  • Turnover 175%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:18 PM GMT+0

Morningstar’s Analysis SPWIX

Will SPWIX outperform in 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 SPWIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SPWIX 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 SPWIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

SEI Small Cap Growth I(SIMT)'s Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SPWIX

More SPWIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

1.34 4.8 Mil
Technology

SEI Government Institutional (SDIT)

1.23 4.4 Mil
Cash and Equivalents

Mirion Technologies Inc Ordinary Shares Class A

0.90 3.2 Mil
Industrials

Mr. Cooper Group Inc

0.86 3.1 Mil
Financial Services

Matson Inc

0.86 3.0 Mil
Industrials

ACV Auctions Inc Ordinary Shares - Class A

0.82 2.9 Mil
Consumer Cyclical

Alight Inc Class A

0.81 2.9 Mil
Technology

RB Global Inc

0.79 2.8 Mil
Industrials

Abercrombie & Fitch Co Class A

0.76 2.7 Mil
Consumer Cyclical

Merit Medical Systems Inc

0.76 2.7 Mil
Healthcare