SEI Institutional Managed Trust Large Cap Value Fund Class I SEUIX

Morningstar Medalist Rating
  • NAV / 1-Day Return$31.15  /  +0.35%
  • Fund Size$1.4B
  • Adjusted Expense Ratio1.100%
  • Net Expense Ratio1.110%
  • Fee Level: DistributionHigh
  • Share Class TypeInstitutional
  • Morningstar CategoryLarge Value
  • Equity Style Box (Funds)Mid Value
  • Minimum Initial Investment$100,000
  • Investment StatusOpen
  • TTM Yield1.09%
  • Turnover Ratio28%

Morningstar’s Analysis SEUIX

Will SEUIX 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 Value I (SIMT) 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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SEUIX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings17.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Citigroup Inc

2.6737M
Financial Services

Microsoft Corp

2.0028M
Technology

Amazon.com Inc

1.9427M
Consumer Cyclical

AT&T Inc

1.8726M
Communication Services

General Motors Co

1.7925M
Consumer Cyclical

Pfizer Inc

1.6823M
Healthcare

Valero Energy Corp

1.6823M
Energy

Comcast Corp Class A

1.4520M
Communication Services

Target Corp

1.4220M
Consumer Defensive

The Kroger Co

1.3819M
Consumer Defensive

Sponsor Center