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

Morningstar Medalist Rating
  • NAV / 1-Day Return$45.29  /  −0.13%
  • Fund Size$4.6B
  • Adjusted Expense Ratio0.640%
  • Net Expense Ratio0.650%
  • Fee Level: DistributionAverage
  • Share Class TypeInstitutional
  • Morningstar CategoryLarge Blend
  • Equity Style Box (Funds)Large Value
  • Minimum Initial Investment$100,000
  • Investment StatusOpen
  • TTM Yield0.69%
  • Turnover Ratio14%

Morningstar’s Analysis STLYX

Will STLYX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings STLYX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings28.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.30241M
Technology

Apple Inc

4.46203M
Technology

NVIDIA Corp

4.40200M
Technology

Alphabet Inc Class A

2.66121M
Communication Services

Amazon.com Inc

2.55116M
Consumer Cyclical

Johnson & Johnson

2.28104M
Healthcare

Visa Inc Class A

2.0894M
Financial Services

Mettler-Toledo International Inc

1.6474M
Healthcare

Moodys Corp

1.6374M
Financial Services

Meta Platforms Inc Class A

1.5168M
Communication Services

Sponsor Center