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Morningstar

SEI Small Cap Growth I (SIMT) SPWIX

Morningstar Medalist Rating
Medalist Rating as of | See SEI Investment Hub
  • NAV / 1-Day Return 26.53  /  1.92 %
  • Total Assets 306.0 Mil
  • Adj. Expense Ratio
    1.360%
  • 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 —
  • Turnover 196%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 10:24 PM GMT+0

Morningstar’s Analysis SPWIX

Will SPWIX 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 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.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit SEI Small Cap Growth I(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 SPWIX

More SPWIX Holdings
  • Current Portfolio Date
  • Equity Holdings 411
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 8.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SEI Government Institutional (SDIT)

1.29
4,225,860
Cash and Equivalents

RB Global Inc

1.07
3,501,190
Industrials

Sei Liquidity Fund

1.01
3,309,640
Cash and Equivalents

Alight Inc Class A

0.90
2,939,887
Technology

Matson Inc

0.89
2,932,556
Industrials

Weatherford International PLC Ordinary Shares - New

0.85
2,797,940
Energy

QuidelOrtho Corp

0.85
2,785,580
Healthcare

Heritage-Crystal Clean Inc

0.82
2,682,007
Industrials

Consensus Cloud Solutions Inc Ordinary Shares

0.80
2,616,727
Technology

Hudson Technologies Inc

0.77
2,539,257
Basic Materials