SEI Institutional Managed Trust Tax-Managed Small/Mid Cap Fund (STMPX)
SEI Institutional Managed Trust Tax-Managed Small/Mid Cap Fund operates in the Asset Management industry of the Financial Services sector, headquartered in Boston, MA, US. The stock last traded at $28.18, down 0.04% on the session, giving a market capitalisation of $785.6M. Its beta of 0.99 implies it has historically moved less than the broad market.
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.
SEI Institutional Managed Trust Tax-Managed Small/Mid Cap Fund is most often compared with the following Financial Services names: