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SEI Extended Market Index A (SIIT) SMXAX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See SEI Investment Hub

Morningstar’s Analysis SMXAX

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

  • People Pillar

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

Neither process nor people stand out at SEI Extended Market Index A(SIIT), but it gets enough right to help this strategy retain its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

The portfolio maintains a 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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