Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Alphabet (NASDAQ:GOOG), JPMorgan Chase & Co (NYSE:JPM), Johnson & Johnson (NYSE:JNJ), Merck & Co (NYSE:MRK), Adobe (NASDAQ:ADBE), Lowe's Companies (NYSE:LOW).
Industry description
The investment seeks high long-term after-tax returns.
Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of large companies. For purposes of this fund, a large company is a company with a market capitalization in the range of companies in the Russell 1000 Index at the time of purchase. It may invest up to 20% of its assets in foreign securities.
Market Cap
The average market capitalization across the SEI Tax-Managed Large Cap Y (SIMT) MF is 1.37T. The market cap for tickers in the group ranges from 145.75B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is LOW at 145.75B.
Volume
The average weekly volume growth across all stocks in the SEI Tax-Managed Large Cap Y (SIMT) MF was -37%. For the same stocks of the MF, the average monthly volume growth was -33% and the average quarterly volume growth was -6%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 45
P/E Growth Rating: 74
Price Growth Rating: 44
SMR Rating: 22
Profit Risk Rating: 39
Seasonality Score: 20 (-100 ... +100)