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Morningstar

SEI Real Estate F (SIMT) SETAX

Morningstar Analyst Rating
Quantitative rating as of | See SEI Investment Hub
  • NAV / 1-Day Return 15.39  /  2.67 %
  • Total Assets 79.2 Mil
  • Adj. Expense Ratio
    1.140%
  • Expense Ratio 1.140%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Real Estate
  • Investment Style Mid Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.50%
  • Turnover 77%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:21 PM GMT+00:00

Morningstar’s Analysis SETAX

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

People Pillar

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

Summary

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SEI Real Estate F (SIMT)'s Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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