Morningstar

SEI Small Cap Growth F (SIMT) SSCGX

Morningstar Medalist Rating
Medalist Rating as of | See SEI Investment Hub
  • NAV / 1-Day Return 37.02  /  −1.12 %
  • Total Assets 359.3 Mil
  • Adj. Expense Ratio
    1.110%
  • Expense Ratio 1.110%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 175%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 11:49 PM GMT+0

Morningstar’s Analysis SSCGX

Will SSCGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SSCGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SSCGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SSCGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An upgrade in its Process Pillar rating is the primary driver of SEI Small Cap Growth F(SIMT)'s upgrade to a Morningstar Medalist Rating of Bronze from Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SSCGX

More SSCGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hamilton Lane Inc Class A

1.55 5.6 Mil
Financial Services

Sprouts Farmers Market Inc

1.46 5.3 Mil
Consumer Defensive

ExlService Holdings Inc

1.18 4.3 Mil
Technology

Modine Manufacturing Co

1.06 3.8 Mil
Consumer Cyclical

Medpace Holdings Inc

1.02 3.7 Mil
Healthcare

Fabrinet

1.01 3.6 Mil
Technology

CommVault Systems Inc

0.97 3.5 Mil
Technology

KB Home

0.94 3.4 Mil
Consumer Cyclical

Mr. Cooper Group Inc

0.91 3.3 Mil
Financial Services

Badger Meter Inc

0.91 3.3 Mil
Technology

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