Mutual Funds - Profile

SEI Small-Mid Cap Equity Fund

US > Mid-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in small- and mid-size companies in the United States.

The fund employs a multi-manager strategy relying upon one or more sub-advisers. The sub-advisers’ investment process starts with a list of companies in the benchmark index.

The research team uses quantitative techniques and fundamental analysis to identify investable opportunities.

The growth-oriented sub-advisers select stocks that exhibit attractive growth and appreciation potential. They also evaluate characteristics such as revenue and earnings growth, expectations from sell-side analysts and relative valuation.

The value-oriented sub-advisers highlight attractively valued securities on More

Price

  • Last Close
  • $11.02
    +0.16
  • 52 Week HL
  • $11.84 - $9.34
  • 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%

Documents

  • Fact Sheet
  • Annual Reports

Performance
-2.1 % YTD

  • 3 Year
  • 3.13%
  • 5 Year
  • 10.36%
  • Best
  • 36.97%
    2009
  • Worst
  • -41.45%
    2008

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
SSMAX -11%21%15%28%-11%17%12%-4%11%33%15%
S&P 500 -10%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -2.1% 13.3% -30.3% 13.8% 0.2% 3% -0.2% 4.7% 1.7% 12.5% -
Q2 - 4.9% 23.7% 2.1% 7.4% 1.8% 3.3% -0.1% 3.4% 4.9% -
Q3 - 3.5% 4.7% -1.7% 3.9% 4.2% 5.7% -11.1% -4.9% 8.2% -
Q4 - -18.9% 19.2% 1.1% -18.6% 2.8% 7% 2.7% 6.6% -9.5% -

Returns +
M

J F M A M J J A S O N D
2022 -2.1% - - - - - - - - - - -
2021 2.3% 7.3% 3.2% 4.2% 0.9% -0.2% -0.5% 2.9% 1% 0.3% -0.6% -20.8%

Annual
Return

Index Comparison

Alpha

NAV