Mutual Funds - Profile

SEI Tax-Managed Large Cap Fund

US > Large-Cap > Core

Rank

Universe Rank

Summary

The fund seeks high after-tax basis in the long term by investing in large-size companies in the United States.

The fund manages assets with the help of seven sub-advisers namely Brandywine Global Investment Management, LLC, Coho Partners, Ltd., Fiera Capital Inc., LSV Asset Management, Mar Vista Investment Partners, LLC, Parametric Portfolio Associates LLC, and Schafer Cullen Capital Management.

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 a quantitative and/or fundamental analysis More

Price

  • Last Close
  • $36.52
    -0.25
  • 52 Week HL
  • $38.19 - $29.46
  • 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
  • Eugene Barbaneagra
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor
  • Brandywine Global Investment Management, LLC

Documents

  • Prospectus
  • Annual Reports

Performance
-0.7 % YTD

  • 3 Year
  • 50.76%
  • 5 Year
  • 75.83%
  • Best
  • 22.38%
    2021
  • Worst
  • -6.01%
    2018

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
STLYX -1%25%19%29%-7%19%10%-1%11%30%14%
S&P 500 -2%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -1% 8.6% -21.7% 12.6% -0.2% 5% -1.4% 1.8% - - -
Q2 - 7.5% 17.9% 1.9% 5.1% 3.1% -0.2% - -100% - -
Q3 - 4.9% 6.7% 0.4% 6.4% 4.5% 6% -7.7% -100% - -
Q4 - 4.5% 10.9% 0.5% -14.2% 6.8% 3.8% 5.2% - - -

Returns +
M

J F M A M J J A S O N D
2022 -0.7% - - - - - - - - - - -
2021 -1.2% 4.2% 5.5% 4.5% 1.7% 1.1% 1.9% 2.6% 0.4% 0.5% 0.6% -1.1%

Annual
Return

Index Comparison

Alpha

NAV