Morningstar

SEI Institutional Managed Trust Small Cap Growth Fund Class I SPWIX

Morningstar Medalist Rating
Medalist Rating as of | See SEI Investment Hub
  • NAV / 1-Day Return 34.70  /  −0.40 %
  • Total Assets 296.9M
  • Adj. Expense Ratio
    1.380%
  • Expense Ratio 1.360%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.00%
  • Turnover 155%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis SPWIX

Will SPWIX outperform in the 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 SPWIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

SEI Small Cap Growth I (SIMT) holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SPWIX

More SPWIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Sterling Infrastructure Inc

2.06 7M
Industrials

RBC Bearings Inc

2.01 6M
Industrials

Bloom Energy Corp Class A

1.99 6M
Industrials

Viavi Solutions Inc

1.80 6M
Technology

BrightSpring Health Services Inc

1.68 5M
Healthcare

BridgeBio Pharma Inc

1.57 5M
Healthcare

TTM Technologies Inc

1.57 5M
Technology

FirstCash Holdings Inc

1.42 5M
Financial Services

Keysight Technologies Inc

1.36 4M
Technology

Argan Inc

1.33 4M
Industrials

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