Nasdaq - Delayed Quote USD

SEI Large Cap Value F (SIMT) (TRMVX)

27.89 +0.23 (+0.83%)
At close: 8:01 PM EDT
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DELL
  • Previous Close 27.66
  • YTD Return 14.91%
  • Expense Ratio 0.89%
  • Category Large Value
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 1.37B
  • Beta (5Y Monthly) 0.83
  • Yield 1.48%
  • 5y Average Return --
  • Holdings Turnover 22.00%
  • Last Dividend 0.39
  • Inception Date Oct 30, 2015

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 of large companies. The fund will primarily seek to purchase securities believed to be attractively valued in relation to various measures, which may include earnings, capital structure or return on invested capital. It may invest up to 20% of its assets in foreign securities.

SEI

Fund Family

Large Value

Fund Category

1.37B

Net Assets

2015-10-30

Inception Date

Performance Overview: TRMVX

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Trailing returns as of 10/25/2024. Category is Large Value.

YTD Return

TRMVX
14.91%
Category
4.44%
?

1-Year Return

TRMVX
25.09%
Category
14.37%
?

3-Year Return

TRMVX
8.56%
Category
6.04%
?

5-Year Return

TRMVX
9.75%
Category
9.20%
?

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Holdings: TRMVX

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Top 10 Holdings (18.68% of Total Assets)

SymbolCompany% Assets
C
Citigroup Inc. 2.35%
JPM
JPMorgan Chase & Co. 2.35%
T
AT&T Inc. 2.20%
XOM
Exxon Mobil Corporation 2.02%
JNJ
Johnson & Johnson 1.89%
MRK
Merck & Co., Inc. 1.85%
BAC
Bank of America Corporation 1.66%
RTX
RTX Corporation 1.48%
CMCSA
Comcast Corporation 1.47%
KR
The Kroger Co. 1.39%

Sector Weightings

Recent News: TRMVX

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Research Reports: TRMVX

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