A middling Parent Pillar and a subpar Process Pillar help limit SEI Small Cap Value F (SIMT) to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
- NAV / 1-Day Return 24.14 / 2.55 %
- Total Assets 388.9 Mil
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Adj. Expense Ratio
- Expense Ratio 1.140%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Small Value
- Investment Style Small Value
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 0.97%
- Turnover 42%
Morningstar’s Analysis SESVX
Will SESVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.