STMPX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

SEI Tax-Managed Small/Mid Cap Y(SIMT) (STMPX) Ownership - Who owns SEI Tax-Managed Small/Mid Cap Y(SIMT)?

The investment seeks high long-term after-tax returns... Show more

Category: #Small Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

STMPX

Net Assets

614M

Fund Existence

over 10 years

Turnover

57.00

Total Expense Ratio

0.98

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

100000

Min. Initial Investment IRA

N/A

Morningstar Category

Small Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.98

Assets in Top Ten Holdings

106M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

93.5M

Fund Type

OpenEnd

Index Fund

Management Fee

0.65

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

628.00

Number of Net Holdings

629.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

11.52%

Gain YTD

-10.281

Annual Yield % from dividends

0.57

Returns for 1 year

-18.07

Returns for 3 years

-13.55

Returns for 5 years

29.55

Returns for 10 years

11.64

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General Information

Category SmallBlend

Profile

Fundamentals

Details