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STMSX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$24.03
Change
-$5.33 (-18.15%)
Net Assets
794.57M

STMSX SEI Tax-Managed Small/Mid Cap F (SIMT) Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

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 F (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 F (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)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

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

Correlation & Price change

A.I.dvisor indicates that over the last year, STMSX has been closely correlated with FSSNX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if STMSX jumps, then FSSNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To STMSX
1D Price
Change %
STMSX100%
N/A
FSSNX - STMSX
96%
Closely correlated
-1.18%
VSCPX - STMSX
96%
Closely correlated
-1.13%
VSCIX - STMSX
96%
Closely correlated
-1.13%
VSMAX - STMSX
96%
Closely correlated
-1.13%
FTHFX - STMSX
90%
Closely correlated
-1.47%
More