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Morningstar

SEI Large Cap Index F (SIMT) SLGFX

Morningstar Medalist Rating
Medalist Rating as of | See SEI Investment Hub
  • NAV / 1-Day Return 17.46  /  −0.17 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.250%
  • Expense Ratio 0.250%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.14%
  • Turnover 7%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 12:13 AM GMT+0

Morningstar’s Analysis SLGFX

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

  • People Pillar

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

SEI Large Cap Index F(SIMT)’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

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 SLGFX

More SLGFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.18 72.6 Mil
Technology

Apple Inc

4.94 58.0 Mil
Technology

NVIDIA Corp

4.24 49.8 Mil
Technology

Amazon.com Inc

3.21 37.7 Mil
Consumer Cyclical

SEI Government Institutional (SDIT)

2.39 28.2 Mil
Cash and Equivalents

Meta Platforms Inc Class A

2.12 24.9 Mil
Communication Services

E-mini S&P 500 Future June 24

2.01 23.6 Mil
—

Alphabet Inc Class A

1.77 20.8 Mil
Communication Services

Berkshire Hathaway Inc Class B

1.52 17.9 Mil
Financial Services

Alphabet Inc Class C

1.51 17.7 Mil
Communication Services