Morningstar

SEI Institutional Managed Trust Small Cap Growth Fund Class I SPWIX

Morningstar Medalist Rating
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Medalist Rating as of See SEI Investment Hub
  • NAV / 1-Day Return $32.22  /  −0.43 %
  • Fund Size $269.1M
  • Adjusted Expense Ratio 1.320%
  • Net Expense Ratio 1.360%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield < 0.01%
  • Turnover Ratio 155%
NAV and 1-Day Return as of

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 14.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BrightSpring Health Services Inc

1.66 5M
Healthcare

Viavi Solutions Inc

1.64 5M
Technology

ExlService Holdings Inc

1.63 4M
Technology

Keysight Technologies Inc

1.63 4M
Technology

RBC Bearings Inc

1.52 4M
Industrials

FirstCash Holdings Inc

1.50 4M
Financial Services

SEI Government Institutional (SDIT)

1.40 4M
Cash and Equivalents

Sensient Technologies Corp

1.29 4M
Basic Materials

Repligen Corp

1.24 3M
Healthcare

JFrog Ltd Ordinary Shares

1.18 3M
Technology

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