Morningstar

SEI Institutional Managed Trust Multi-Asset Capital Stability Fund Class F SCLAX

Morningstar Medalist Rating
Medalist Rating as of | See SEI Investment Hub
  • NAV / 1-Day Return 10.39  /  −0.19 %
  • Total Assets 425.0M
  • Adj. Expense Ratio
    0.620%
  • Expense Ratio 0.640%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Global Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.87%
  • Turnover 260%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis SCLAX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

SEI Multi-Asset Cap Stability F (SIMT) 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 SCLAX

More SCLAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

12.03 74M
Cash and Equivalents

Microsoft Corp

8.23 50M
Technology

Recv Trs Msft 12/17/2026

7.68 47M
—

NVIDIA Corp

7.25 44M
Technology

5 Year Treasury Note Future Sept 26

5.75 35M
Government

Recv Nvidia 11/18/2026

4.71 29M
—

2 Year Treasury Note Future Sept 26

4.17 26M
Government

Broadcom Inc

4.13 25M
Technology

E-mini S&P 500 Future Sept 26

3.76 23M
—

Global Payments Inc

2.89 18M
Industrials

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