SEI Institutional Managed Trust Mid-Cap Fund (SFDYX) Research

Typically, this fund allocates a minimum of 80% of its total assets (including any borrowed funds used for investment) to stocks issued by companies categorized as medium-sized. The fund's Sub-Advisers employ a strategy focused on identifying companies with appealing valuations, specifically those demonstrating low price-to-earnings and price-to-book multiples. Simultaneously, they seek businesses exhibiting robust, long-term growth potential and a strong likelihood of favorable adjustments to their earnings forecasts.

Market snapshot

Symbol
SFDYX
Price
$30.26
Day change
+0.36%
Market cap
$56.4M
52-week range
26.88-33.5
Sector
Financial Services
Industry
Asset Management

Peer companies

  • AMG River Road Dividend All Cap Value Fund - Class N (ARDEX)
  • Ariel Focus Investor (ARFFX)
  • MFS Global New Discovery Fund Class A (GLNAX)
  • Hennessy Midstream Fund Investor Class (HMSFX)
  • Intl Developed Power Buffer ETF (IJUN)
  • Jacob Internet Fund Investor Class Shares (JAMFX)
  • AMG Frontier Small Cap Growth Fund - Class N (MSSVX)
  • ALPS Asset Allocation Growth & Income - Investor Class (RLGAX)

Open SEI Institutional Managed Trust Mid-Cap Fund (SFDYX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.