SSPIX : SEI Institutional Managed Trust S&P 500 Index Fund Class F

SSPIX is a US Stocks Market Large Blend index fund with LOW fees.

SSPIX

SEI Institutional Managed Trust S&P 500 Index Fund Class F

FI Score

71 /100

Expense Ratio Rating

8 /10

Expense Rating

8 /10

Market Score

5 /10

Category Score

10 /10

Market Size

5 /10

71% FI Score
  • sspix
  • Mutual Fund
  • US Stocks
  • Large Blend

SEI Institutional Managed Trust S&P 500 Index Fund Class F

Expenses: 0.25% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks investment results that correspond to the aggregate price and dividend performance of the securities in the S&P 500 Index. The fund invests substantially all of its assets (at least 80%) in securities listed in the S&P 500 Index, which is composed of approximately 500 leading U.S. publicly traded companies from a broad range of industries (mostly common stocks). The manager expects the fund's investment result to correspond to the aggregate price and dividend performance of the S&P 500 Index before the fees and expenses of the fund. The fund generally gives the same weight to a given stock as the S&P 500 Index does.

Largest Holdings

Amount Holding
5.36% Microsoft Corp
4.81% Apple Inc
4.04% Amazon.com Inc
2.72% E-mini S&P 500 Future June 20
1.93% Facebook Inc A
1.58% Alphabet Inc A
1.58% Alphabet Inc Class C
1.55% Johnson & Johnson
1.44% Berkshire Hathaway Inc Class B
1.20% Visa Inc Class A

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