Nasdaq - Delayed Quote USD

SEI Tax-Managed Large Cap F (SIMT) (TMLCX)

36.42
+0.22
+(0.61%)
At close: 8:09:23 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.53%
5y Average Return 13.10%
Number of Years Up 19
Number of Years Down 7
Best 1Y Total Return (Jun 2, 2025) 34.73%
Worst 1Y Total Return (Jun 2, 2025) --
Best 3Y Total Return 34.73%
Worst 3Y Total Return 5.28%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TMLCX
Category
年初至今
-3.19%
5.31%
1-Month
-1.52%
-4.19%
3-Month
-6.60%
3.90%
1-Year
6.83%
20.31%
3-Year
8.31%
6.48%
5-Year
13.20%
11.78%
10-Year
9.52%
10.96%
Last Bull Market
15.18%
25.56%
Last Bear Market
-13.60%
-15.11%

Annual Total Return (%) History

年份
TMLCX
Category
2025
--
--
2024
14.57%
--
2023
17.38%
22.32%
2022
-13.24%
-16.96%
2021
28.42%
26.07%
2020
12.16%
15.83%
2019
28.30%
28.78%
2018
-6.26%
-6.27%

2017
21.17%
20.44%
2016
8.01%
10.37%
2015
-1.38%
-1.07%
2014
10.99%
10.96%
2013
34.73%
31.50%
2012
16.35%
14.96%
2011
0.43%
-1.27%
2010
13.70%
14.01%
2009
28.92%
28.17%
2008
-39.39%
-37.79%
2007
5.83%
6.16%
2006
13.90%
14.17%
2005
6.84%
5.88%
2004
11.50%
10.02%
2003
27.82%
27.05%
2002
-23.22%
-22.25%
2001
-12.37%
-13.50%
2000
-12.42%
-6.31%
1999
18.48%
20.16%
1998
--
22.39%

Past Quarterly Returns

年份Q1Q2Q3Q4
2025 -1.70% -- -- --
2024 9.18% 0.31% 5.88% -1.20%
2023 3.72% 6.06% -3.92% 11.05%
2022 -5.30% -13.60% -5.37% 12.05%
2021 8.50% 7.75% -0.27% 10.14%
2020 -21.71% 18.45% 6.96% 13.08%
2019 12.57% 3.35% 1.43% 8.73%
2018 -0.24% 2.66% 6.50% -14.05%
2017 4.99% 3.07% 4.39% 7.26%
2016 -1.45% -0.27% 5.94% 3.73%

2015 1.71% -0.02% -7.71% 5.09%
2014 1.64% 4.25% 0.29% 4.44%
2013 11.10% 2.54% 6.84% 10.69%
2012 14.01% -4.66% 6.39% 0.62%
2011 5.99% -0.23% -15.32% 12.16%
2010 4.99% -12.08% 11.63% 10.34%
2009 -10.21% 17.35% 15.39% 6.03%
2008 -10.21% -1.97% -10.50% -23.06%
2007 0.67% 5.97% 2.50% -3.22%
2006 4.54% -2.16% 4.02% 7.05%
2005 -2.22% 2.27% 4.70% 2.05%
2004 2.33% 0.86% -1.13% 9.27%
2003 -3.47% 15.54% 2.55% 11.76%
2002 0.38% -13.70% -18.15% 8.29%
2001 -13.13% 6.88% -15.89% 12.21%
2000 0.86% -3.64% 0.42% -10.26%
1999 4.52% 10.60% -7.95% 11.34%
1998 3.44% -11.53% 24.61% --

Rank in Category (By Total Return)

YTD 24
1-Month 79
3-Month 22
1-Year 80
3-Year 84
5-Year 77

Load Adjusted Returns

1-Year 6.83%
3-Year 8.31%
5-Year 13.20%
10-Year 9.52%

Performance & Risk

YTD Return 2.53%
5y Average Return 13.10%
Rank in Category (ytd) 24
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family SEI
Net Assets 3.79B
YTD Return -3.19%
Yield 0.80%
Morningstar Rating
Inception Date Mar 05, 1998

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 of large companies. For purposes of this fund, a large company is a company with a market capitalization in the range of companies in the Russell 1000 Index at the time of purchase. It may invest up to 20% of its assets in foreign securities.

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