Morningstar

SEI Institutional Managed Trust Small Cap Growth Fund Class I SPWIX

Medalist Rating as of Aug 31, 2026 See SEI Investment Hub

Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of small companies. It will primarily seek to purchase securities believed to have attractive growth and appreciation potential. For the purposes of this fund, a small company is a company with a market capitalization in the range of companies in the Russell 2000 Index, as determined at the time of purchase.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SSCGX	SEI Institutional Managed Trust Small Cap Growth Fund Class F	Institutional	Open			Apr 20, 1992	$233.30M	1.090%	High	$100,000	−$36.70M
SPWIX	SEI Institutional Managed Trust Small Cap Growth Fund Class I	Institutional	Open			Aug 6, 2001	$246,017.00	1.320%	High	$100,000	−$21,398.72
SMAYX	SEI Institutional Managed Trust Small Cap Growth Fund Class Y	Institutional	Open			Oct 30, 2015	$35.57M	0.840%	Below Average	$100,000	−$3.23M

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