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

Morningstar Medalist Rating
  • NAV / 1-Day Return$12.23  /  −0.16%
  • Fund Size$1.2B
  • Adjusted Expense Ratio0.180%
  • Net Expense Ratio0.180%
  • Fee Level: DistributionLow
  • Share Class TypeInstitutional
  • Morningstar CategoryLarge Blend
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$100,000
  • Investment StatusOpen
  • TTM Yield2.79%
  • Turnover Ratio111%

Morningstar’s Analysis SCPAX

Will SCPAX outperform in the future?

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

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.

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Portfolio Holdings SCPAX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings28.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.9673M
Technology

Apple Inc

5.3966M
Technology

NVIDIA Corp

3.5143M
Technology

Amazon.com Inc

2.9036M
Consumer Cyclical

SEI Government Institutional (SDIT)

2.2728M
Cash and Equivalents

Broadcom Inc

2.2628M
Technology

Alphabet Inc Class A

2.2227M
Communication Services

United States Treasury Bills 0%

2.0525M
Government

Eli Lilly and Co

1.8923M
Healthcare

Meta Platforms Inc Class A

1.6921M
Communication Services

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