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SEI Enhanced US Large Cap Value Fac ETF SEIV

Morningstar Medalist Rating
Medalist Rating as of | See SEI Investment Hub

Morningstar’s Analysis SEIV

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit SEI Enhanced US Large Cap Value Fac ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SEIV

More SEIV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

3.77 16.8 Mil
Technology

Apple Inc

3.33 14.8 Mil
Technology

McKesson Corp

3.13 13.9 Mil
Healthcare

PulteGroup Inc

2.94 13.1 Mil
Consumer Cyclical

Cardinal Health Inc

2.63 11.7 Mil
Healthcare

Alphabet Inc Class C

2.54 11.3 Mil
Communication Services

The Kroger Co

2.49 11.1 Mil
Consumer Defensive

Qualcomm Inc

2.47 11.0 Mil
Technology

Vistra Corp

2.45 10.9 Mil
Utilities

Alphabet Inc Class A

2.37 10.6 Mil
Communication Services