Skip to Content
Morningstar

SEI Large Cap Disciplined Eq A (SIIT) SCPAX

Morningstar Medalist Rating
Medalist Rating as of | See SEI Investment Hub
  • NAV / 1-Day Return 10.98  /  −0.09 %
  • 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 3.43%
  • Turnover 118%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:23 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 cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SCPAX

More SCPAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.77 72.4 Mil
Technology

SEI Government Institutional (SDIT)

4.24 53.2 Mil
Cash and Equivalents

Apple Inc

4.05 50.8 Mil
Technology

NVIDIA Corp

2.10 26.3 Mil
Technology

Meta Platforms Inc Class A

2.08 26.1 Mil
Communication Services

United States Treasury Bills 0%

1.79 22.5 Mil
Government

Amazon.com Inc

1.79 22.5 Mil
Consumer Cyclical

JPMorgan Chase & Co

1.79 22.5 Mil
Financial Services

Eli Lilly and Co

1.64 20.6 Mil
Healthcare

UnitedHealth Group Inc

1.36 17.0 Mil
Healthcare