SEI Institutional Managed Trust Tax-Managed Small/Mid Cap Fund (STMPX) Research
This fund primarily allocates a minimum of 80% of its net assets (along with any borrowed funds utilized for investment) to stocks issued by small and medium-sized companies. Its equity holdings may consist of common and preferred shares, as well as warrants. Furthermore, to a limited extent, the portfolio can also include investments in real estate investment trusts (REITs), exchange-traded funds (ETFs), and securities from large capitalization companies.
Market snapshot
- Symbol
- STMPX
- Price
- $27.56
- Day change
- +1.40%
- Market cap
- $738.7M
- 52-week range
- 22.28-27.67
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Applied Finance Select Fund Investor Class (AFVLX)
- Allspring Precious Metals Fund Insti Class (EKWYX)
- Hartford International Equity Fund Class Y (HDVYX)
- BlackRock Advantage Large Cap Value Fund - Class A (MDLVX)
- SEI Institutional Managed Trust U.S. Managed Volatility Fund Class I (SEVIX)
- American Beacon Stephens Mid-Cap Growth Fund Class Y (SMFYX)
- SEI Institutional Managed Trust Tax-Managed Managed Volatility Fund (STVYX)
- SEI Institutional Managed Trust U.S. Managed Volatility Fund (SUSYX)
Open SEI Institutional Managed Trust Tax-Managed Small/Mid Cap Fund (STMPX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.