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See exactly how SEIM's revenue becomes profit — a Sankey that traces revenue (and its reported segments) through gross profit, operating expenses, and net profit, with the year-over-year change on every line.
The same diagram the Chart Builder draws, right on the Summary tab. Upgrade to unlock it for SEIM and 80,000+ other tickers.
SEIM actively manages a portfolio of equity and equity-related securities, issued by large-cap companies in the US that display a relatively strong recent performance or momentum. The fund provides an efficient way to focus on momentum investing, a trend-following investment strategy, wherein it acquires stocks or other securities having recent high returns and improvements in their price, earnings or other relevant fundamentals. The selection process involves 1) a quantitative model and rules-based screening process, which evaluates potential constituents based on several factors such as…
SEI Enhanced U.S. Large Cap Momentum Factor ETF is rated a hold due to limited outperformance and higher risk versus its benchmark. SEIM's momentum strategy results in significant tech sector concentration and higher volatility, with over 50% invested in AI-related companies. Despite a competitive 0.15% expense ratio, SEIM suffers from low liquidity, wider bid/ask spreads, and a lower dividend yield than IWB.
SEIM offers a unique blend of momentum and growth, targeting stocks with strong price performance and rising earnings, but comes with elevated volatility. The fund's concentrated portfolio and high beta profile provide strong upside potential, yet also expose investors to greater downside risk and uncorrelated returns. SEIM trades at a premium valuation justified by higher earnings growth, though its profitability slightly lags the benchmark due to sector allocations.
SEIM follows a momentum investing strategy with a quantitative, rules-based approach, selecting stocks based on price trends, earnings growth, and analyst outlooks. While SEIM has outperformed the S&P 500 since its inception, it has underperformed compared to FDMO, which has a higher large-cap stock exposure. SEIM's higher proportion of mid-cap and small-cap stocks may result in greater downside risk compared to FDMO, especially in economic downturns.
The SEI Enhanced US Large Cap Momentum Factor ETF focuses on U.S. large-cap stocks with strong recent performance, leveraging the momentum factor. The SEIM ETF's strategy is rules-based, using SEI Investments Management Corporation's model to select stocks, with a significant allocation to tech, industrials, and healthcare sectors. The fund's active management allows quick adjustments to market shifts, but it carries risks like sharp reversals and higher trading costs due to its momentum focus.
The appeal of exchange-traded funds (ETFs) is clear: increase the diversification of your portfolio by targeting a large basket of equities with a single ticker to trade, and leave oversight of that basket to professional fund managers. It's no wonder that ETFs have ballooned in popularity, now comprising more than 10,000 funds managing over $11 trillion in assets.