Morningstar

SEI Institutional Managed Trust Large Cap Value Fund Class Y SVAYX

Morningstar Medalist Rating
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Medalist Rating as of See SEI Investment Hub
  • NAV / 1-Day Return $30.47  /  +0.89 %
  • Fund Size $1.4B
  • Adjusted Expense Ratio 0.630%
  • Net Expense Ratio 0.640%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Mid Value
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 1.67%
  • Turnover Ratio 28%
NAV and 1-Day Return as of

Morningstar’s Analysis SVAYX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

SEI Large Cap Value 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 SVAYX

More SVAYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Citigroup Inc

2.87 39M
Financial Services

AT&T Inc

2.19 30M
Communication Services

Amazon.com Inc

2.05 28M
Consumer Cyclical

Valero Energy Corp

1.96 27M
Energy

Microsoft Corp

1.88 25M
Technology

General Motors Co

1.68 23M
Consumer Cyclical

Pfizer Inc

1.62 22M
Healthcare

Comcast Corp Class A

1.48 20M
Communication Services

Target Corp

1.47 20M
Consumer Defensive

The Kroger Co

1.33 18M
Consumer Defensive

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