Notable companies
The most notable companies in this group are Lincoln National Corp (NYSE:LNC).
Industry description
The investment seeks high long-term after-tax returns.
The fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of small and medium capitalization companies. The fund's investments in equity securities may include common and preferred stocks, warrants and, to a lesser extent, REITs, ETFs and securities of large capitalization companies.
Market Cap
The average market capitalization across the SEI Tax-Managed Small/Mid Cap Y(SIMT) MF is 5.97B. The market cap for tickers in the group ranges from 1.97B to 10.8B. BWXT holds the highest valuation in this group at 10.8B. The lowest valued company is DK at 1.97B.
Volume
The average weekly volume growth across all stocks in the SEI Tax-Managed Small/Mid Cap Y(SIMT) MF was 12%. For the same stocks of the MF, the average monthly volume growth was 11% and the average quarterly volume growth was -12%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 50
P/E Growth Rating: 42
Price Growth Rating: 48
SMR Rating: 59
Profit Risk Rating: 47
Seasonality Score: 24 (-100 ... +100)