Nasdaq - Delayed Quote USD

SEI Small Cap Y (SIMT) (SMYFX)

14.65 +0.20 (+1.38%)
At close: 8:00 PM EDT

Investment Information

Min Initial Investment
100,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • JPMorgan
  • (Junk)CommonWealth PPS
  • Fidelity Institutional FundsNetwork
  • Commonwealth Universe
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • Securities America Inc.
  • DailyAccess Corporation Matrix
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Allowab (non-advisory)

Fund Summary

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 (both common and preferred stocks) of small companies, including exchange-traded funds (ETFs) based on small capitalization indexes and securities of real estate investment trusts (REITs). For purposes of this fund, a small company is a company with a market capitalization in the range of companies in the Russell 2000 Index, as determined at the time of purchase.

Fund Overview

Category Small Blend
Fund Family SEI
Net Assets 601.91M
YTD Return 13.72%
Yield 0.67%
Morningstar Rating
Inception Date Dec 31, 2014

Performance & Risk

YTD Return 12.46%
5y Average Return 10.79%
Rank in Category (ytd) 19
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

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