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Morningstar

SEI Large Cap F (SIMT) SLGAX

Morningstar Medalist Rating
Medalist Rating as of | See SEI Investment Hub
  • NAV / 1-Day Return 13.49  /  0.07 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.61%
  • Turnover 39%

USD | NAV as of Sep 27, 2023 | 1-Day Return as of Sep 27, 2023, 11:56 PM GMT+0

Morningstar’s Analysis SLGAX

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

People Pillar

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

The combination of an Average People Pillar rating and a Low Process Pillar rating limit SEI Large Cap F(SIMT) to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SLGAX

More SLGAX Holdings
  • Current Portfolio Date
  • Equity Holdings 292
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 19.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

3.93
67,681,457
Technology

Apple Inc

3.41
58,826,982
Technology

Amazon.com Inc

2.18
37,520,227
Consumer Cyclical

Johnson & Johnson

1.80
30,931,486
Healthcare

Visa Inc Class A

1.55
26,778,629
Financial Services

Alphabet Inc Class C

1.50
25,893,771
Communication Services

NVIDIA Corp

1.44
24,833,955
Technology

Adobe Inc

1.43
24,584,112
Technology

Meta Platforms Inc Class A

1.41
24,355,298
Communication Services

TransDigm Group Inc

1.16
20,013,951
Industrials