- What does SEMCX invest in?
- This fund's primary objective is to achieve long-term growth in invested capital. It typically allocates at least 80% of its total net assets—including any funds borrowed for investment purposes—to owning shares of mid-sized companies. The investment strategy involves the sub-advisers seeking out businesses that, while offering attractive valuations (characterized by low price-to-earnings and price-to-book ratios), concurrently exhibit strong, enduring growth prospects and a high likelihood of experiencing positive revisions to their future earnings forecasts.
- What is the expense ratio of SEMCX?
- SEI Institutional Managed Trust Mid-Cap Portfolio Fund Class F (SEMCX) charges an expense ratio of 0.99%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is SEMCX?
- SEI Institutional Managed Trust Mid-Cap Portfolio Fund Class F (SEMCX) manages $57.6M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is SEMCX actively managed or an index fund?
- SEMCX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was SEMCX launched?
- SEI Institutional Managed Trust Mid-Cap Portfolio Fund Class F (SEMCX) launched in February 1993 and is managed by the fund issuer.
- How has SEMCX performed?
- SEMCX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
