Mutual Funds - Profile

SEI Large Cap Disciplined Equity Fund

US > Large-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation by investing in large-size companies in the United States.

The fund manages assets with the help of five sub-advisers namely Acadian Asset Management LLC, Ceredex Value Advisors LLC, Coho Partners, Ltd., Mackenzie Investments Corporation, and QMA LLC.

The fund uses a multi-manager approach, relying on a number of sub-advisers with differing investment philosophies and strategies to manage portions of the fund’s portfolio.

The sub-advisers’ investment process uses fundamental research to identify undervalued companies relative to their fundamentals and also looks to outperform the benchmark index.

The sub-advisers employ a More

Price

  • Last Close
  • $10.6
    +0
  • 52 Week HL
  • $11.31 - $8.4
  • Net Assets
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Nov 30, -0001

Top 10 Holdings
Jul 09, 2021

Company Holding
Company Holding
Total 0%

Manager

  • Name
  • Stephen C. Dolce
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor
  • Acadian Asset Management LLC

Documents

  • Fact Sheet
  • Annual Reports

Performance
-7.7 % YTD

  • 3 Year
  • -4.5%
  • 5 Year
  • 18.03%
  • Best
  • 22.63%
    2009
  • Worst
  • -42.69%
    2008

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
SCPAX -4%25%19%29%-7%19%10%-1%11%30%14%
S&P 500 -8%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -6.7% 8.3% -22.8% 12.6% -1.1% 5.5% 0.7% 2.1% 2.1% 10.2% -
Q2 - 7.6% 19.8% 2% 4.8% 2.8% 2.4% -0.1% 4.8% 3% -
Q3 - 4.7% 7.6% 0.5% 7.1% 4.9% 3.9% -5.9% 0.8% 5.1% -
Q4 - -14% 3.2% -4% -15.2% 4.9% 3.4% 6.4% 4.7% 2.7% -

Returns +
M

J F M A M J J A S O N D
2022 -7.7% - - - - - - - - - - -
2021 -0.6% 3.1% 5.7% 5.1% 1.4% 1% 1.9% 2.5% 0.3% 0.9% -0.4% -17.9%

Annual
Return

Index Comparison

Alpha

NAV