Morningstar

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

Medalist Rating as of Sep 30, 2026 See SEI Investment Hub

Strategy

The investment seeks high long-term after-tax returns. 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 large companies. For purposes of this fund, a large company is a company with a market capitalization in the range of companies in the Russell 1000 Index at the time of purchase. It may invest up to 20% of its assets in foreign securities.

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
TMLCX	SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F	Institutional	Open			Mar 5, 1998	$3.87B	0.890%	High	$100,000	−$318.72M
STLYX	SEI Institutional Managed Trust Tax Managed Large Cap Fund Class Y	Institutional	Open			Dec 31, 2014	$688.66M	0.640%	Average	$100,000	−$9.40M

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