- What does STMPX invest in?
- 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.
- What is the expense ratio of STMPX?
- SEI Institutional Managed Trust Tax-Managed Small/Mid Cap Fund (STMPX) charges an expense ratio of 0.99%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is STMPX?
- SEI Institutional Managed Trust Tax-Managed Small/Mid Cap Fund (STMPX) manages $762.2M 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 STMPX actively managed or an index fund?
- STMPX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was STMPX launched?
- SEI Institutional Managed Trust Tax-Managed Small/Mid Cap Fund (STMPX) launched in December 2014 and is managed by the fund issuer.
- How has STMPX performed?
- STMPX'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.
