Morningstar

SEI Institutional Managed Trust Tax Managed Large Cap Fund Class Y STLYX

Morningstar Medalist Rating
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Medalist Rating as of See SEI Investment Hub
  • NAV / 1-Day Return $45.54  /  +0.44 %
  • Fund Size $4.6B
  • Adjusted Expense Ratio 0.640%
  • Net Expense Ratio 0.650%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.76%
  • Turnover Ratio 14%
NAV and 1-Day Return as of

Morningstar’s Analysis STLYX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

SEI Tax-Managed Large Cap Y (SIMT) holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings STLYX

More STLYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.7
Top 10 Holdings
% Portfolio Weight
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