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STMPX
Mutual Fund ticker: NASDAQ
AS OF
Sep 5 closing price
Price
$24.65
Change
+$0.04 (+0.16%)
Net Assets
701.08M

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

The investment seeks high long-term after-tax returns... Show more

Category: #Small Blend
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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 Y(SIMT) MF is 7.42B. The market cap for tickers in the group ranges from 1.88B to 14.96B. BWXT holds the highest valuation in this group at 14.96B. The lowest valued company is DK at 1.88B.

Volume

The average weekly volume growth across all stocks in the SEI Tax-Managed Small/Mid Cap Y(SIMT) MF was 20%. For the same stocks of the MF, the average monthly volume growth was -15% and the average quarterly volume growth was -13%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 73
P/E Growth Rating: 34
Price Growth Rating: 48
SMR Rating: 60
Profit Risk Rating: 42
Seasonality Score: -18 (-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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STMPX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, STMPX has been closely correlated with VSCIX. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if STMPX jumps, then VSCIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To STMPX
1D Price
Change %
STMPX100%
+0.16%
VSCIX - STMPX
76%
Closely correlated
+0.71%
VSCPX - STMPX
76%
Closely correlated
+0.70%
FSSNX - STMPX
76%
Closely correlated
N/A
VSMAX - STMPX
76%
Closely correlated
+0.71%
FTHFX - STMPX
58%
Loosely correlated
+0.06%
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