SEI Tax-Managed Small/Mid Cap Y(SIMT)

Frequently Asked Questions About STMPX

What are the top holdings of STMPX?

A machine-readable holdings disclosure for SEI Tax-Managed Small/Mid Cap Y(SIMT) (STMPX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.

What sectors does STMPX invest in?

SEI Tax-Managed Small/Mid Cap Y(SIMT) (STMPX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is STMPX most exposed to?

STMPX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.

Is STMPX a US-only fund?

The country allocation card on this page shows STMPX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.

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.