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Morningstar

SEI Large Cap Disciplined Eq A (SIIT) SCPAX

Morningstar Medalist Rating
Medalist Rating as of | See SEI Investment Hub
  • NAV / 1-Day Return 10.18  /  0.59 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.170%
  • Expense Ratio 0.170%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 2.09%
  • Turnover 118%

USD | NAV as of Nov 30, 2023 | 1-Day Return as of Nov 30, 2023, 11:22 PM GMT+0

Morningstar’s Analysis SCPAX

Will SCPAX 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 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.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit SEI Large Cap Disciplined Eq A(SIIT) 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 SCPAX

More SCPAX Holdings
  • Current Portfolio Date
  • Equity Holdings 339
  • Bond Holdings 0
  • Other Holdings 9
  • % Assets in Top 10 Holdings 21.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.21
58,048,415
Technology

Apple Inc

5.01
55,721,568
Technology

SEI Government Institutional (SDIT)

2.59
28,845,090
Cash and Equivalents

United States Treasury Bills 0%

2.27
25,291,781
Government

UnitedHealth Group Inc

2.15
23,902,578
Healthcare

Meta Platforms Inc Class A

1.54
17,188,659
Communication Services

Amazon.com Inc

1.48
16,472,949
Consumer Cyclical

Eli Lilly and Co

1.38
15,397,038
Healthcare

Johnson & Johnson

1.13
12,628,629
Healthcare

Intel Corp

1.12
12,515,266
Technology