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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 14.91  /  −0.27 %
  • 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 0.78%
  • Turnover 26%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 12:13 AM 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 Below Average Process Pillar rating limit SEI Large Cap F(SIMT) to a Morningstar Medalist Rating of Neutral.

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 —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.96 85.1 Mil
Technology

Apple Inc

2.82 48.4 Mil
Technology

NVIDIA Corp

2.25 38.6 Mil
Technology

Amazon.com Inc

2.16 37.0 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.01 34.4 Mil
Communication Services

Visa Inc Class A

1.57 27.0 Mil
Financial Services

Johnson & Johnson

1.45 24.9 Mil
Healthcare

Alphabet Inc Class C

1.28 22.0 Mil
Communication Services

TransDigm Group Inc

1.26 21.6 Mil
Industrials

The Walt Disney Co

1.25 21.4 Mil
Communication Services