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STLYX
Mutual Fund ticker: NASDAQ
AS OF
Apr 1 closing price
Price
$34.85
Change
+$0.05 (+0.14%)
Net Assets
3.9B

STLYX SEI Tax-Managed Large Cap Y (SIMT) Forecast, Technical & Fundamental Analysis

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

Category: #Large Blend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Alphabet (NASDAQ:GOOG), JPMorgan Chase & Co (NYSE:JPM), Johnson & Johnson (NYSE:JNJ), Merck & Co (NYSE:MRK), Adobe (NASDAQ:ADBE), Lowe's Companies (NYSE:LOW).

Industry description

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.

Market Cap

The average market capitalization across the SEI Tax-Managed Large Cap Y (SIMT) MF is 1.33T. The market cap for tickers in the group ranges from 145.75B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is LOW at 145.75B.

Volume

The average weekly volume growth across all stocks in the SEI Tax-Managed Large Cap Y (SIMT) MF was 22%. For the same stocks of the MF, the average monthly volume growth was -23% and the average quarterly volume growth was 61%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 44
P/E Growth Rating: 67
Price Growth Rating: 56
SMR Rating: 24
Profit Risk Rating: 32
Seasonality Score: 12 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
SEI Institutional Managed Trust2 OLIVER STBoston
Phone
8003455734
Web
www.seic.com
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STLYX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, STLYX has been closely correlated with VFFSX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if STLYX jumps, then VFFSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To STLYX
1D Price
Change %
STLYX100%
N/A
VFFSX - STLYX
87%
Closely correlated
N/A
VSMPX - STLYX
81%
Closely correlated
N/A
VSTSX - STLYX
81%
Closely correlated
N/A
FWWMX - STLYX
81%
Closely correlated
+0.16%
RWMFX - STLYX
81%
Closely correlated
+0.16%
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