SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F TMLCX

Morningstar Medalist Rating

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 FInstitutionalOpen $3.91B0.890%High$100,000−$302.98M
STLYX
SEI Institutional Managed Trust Tax Managed Large Cap Fund Class YInstitutionalOpen $697.06M0.640%Average$100,000−$6.36M

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