Morningstar

SEI Institutional Managed Trust Tax-Managed Small/Mid Cap Fund Class Y STMPX

Morningstar Medalist Rating
Medalist Rating as of | See SEI Investment Hub
  • NAV / 1-Day Return 27.70  /  +0.36 %
  • Total Assets 754.0M
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.890%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.53%
  • Turnover 36%

USD | NAV as of Jul 15, 2026 | 1-Day Return as of Jul 15, 2026, 12:11 AM GMT+0

Morningstar’s Analysis STMPX

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

  • People Pillar

    The People Pillar is our evaluation of the STMPX 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 STMPX’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 Small/Mid 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 STMPX

More STMPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Keysight Technologies Inc

1.17 9M
Technology

Sanmina Corp

1.10 9M
Technology

Jackson Financial Inc

1.05 8M
Financial Services

Commercial Metals Co

1.01 8M
Industrials

RBC Bearings Inc

0.99 8M
Industrials

TTM Technologies Inc

0.98 8M
Technology

Old National Bancorp

0.95 7M
Financial Services

Astec Industries Inc

0.90 7M
Industrials

Zions Bancorp NA

0.88 7M
Financial Services

Centene Corp

0.87 7M
Healthcare

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