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Morningstar

SEI Large Cap A (SIIT) SLCAX

Morningstar Medalist Rating
Medalist Rating as of | See SEI Investment Hub
  • NAV / 1-Day Return 14.78  /  +0.89 %
  • Total Assets 767.6 Mil
  • Adj. Expense Ratio
    0.180%
  • Expense Ratio 0.180%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.57%
  • Turnover 88%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:14 PM GMT+0

Morningstar’s Analysis SLCAX

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit SEI Large Cap A(SIIT) to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SLCAX

More SLCAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.91 40.2 Mil
Technology

SEI Government Institutional (SDIT)

2.30 18.9 Mil
Cash and Equivalents

Apple Inc

2.28 18.7 Mil
Technology

Amazon.com Inc

2.23 18.2 Mil
Consumer Cyclical

NVIDIA Corp

2.12 17.4 Mil
Technology

Broadcom Inc

1.54 12.6 Mil
Technology

Meta Platforms Inc Class A

1.41 11.6 Mil
Communication Services

Visa Inc Class A

1.29 10.6 Mil
Financial Services

Johnson & Johnson

1.29 10.5 Mil
Healthcare

Alphabet Inc Class C

1.23 10.1 Mil
Communication Services