Morningstar

SEI Institutional Managed Trust Large Cap Value Fund Class Y SVAYX

Morningstar Medalist Rating
Medalist Rating as of | See SEI Investment Hub
  • NAV / 1-Day Return 29.47  /  +0.55 %
  • Total Assets 1.4B
  • Adj. Expense Ratio
    0.630%
  • Expense Ratio 0.640%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Mid Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.76%
  • Turnover 28%

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:11 AM GMT+0

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 17.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Citigroup Inc

3.08 43M
Financial Services

AT&T Inc

2.07 29M
Communication Services

General Motors Co

1.78 25M
Consumer Cyclical

Qualcomm Inc

1.77 25M
Technology

Comcast Corp Class A

1.62 23M
Communication Services

Cisco Systems Inc

1.56 22M
Technology

Valero Energy Corp

1.53 21M
Energy

Bank of America Corp

1.44 20M
Financial Services

CVS Health Corp

1.43 20M
Healthcare

The Kroger Co

1.37 19M
Consumer Defensive

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