SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F TMLCX
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.
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Morningstar Rating for Funds
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TMLCX
| SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F | Institutional | Open | $3.91B | 0.890% | High | $100,000 | −$302.98M | |||
STLYX
| SEI Institutional Managed Trust Tax Managed Large Cap Fund Class Y | Institutional | Open | $697.06M | 0.640% | Average | $100,000 | −$6.36M |