- What does SFDYX invest in?
- 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 medium-sized companies. In managing the fund's assets, the Sub-Advisers select stocks of companies that have low price-earnings and price-book ratios, but that also have high sustainable growth levels and the probability of high positive earnings revisions.
- What is the expense ratio of SFDYX?
- SEI Institutional Managed Trust Mid-Cap Fund (SFDYX) charges an expense ratio of 0.74%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is SFDYX?
- SEI Institutional Managed Trust Mid-Cap Fund (SFDYX) manages $57.2M 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 SFDYX actively managed or an index fund?
- SFDYX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was SFDYX launched?
- SEI Institutional Managed Trust Mid-Cap Fund (SFDYX) launched in November 2015 and is managed by the fund issuer.
- How has SFDYX performed?
- SFDYX'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.
