STMSX : SEI Institutional Managed Trust Tax-Managed Small/Mid Cap Fund Class F

STMSX is a US Stocks Market Small Blend with MODERATE fees.

STMSX

SEI Institutional Managed Trust Tax-Managed Small/Mid Cap Fund Class F

FI Score

48 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

Different Funds

We found 8,203 US Stocks Small Blend funds. Here they are ordered by FI Score.

Compare STMSX vs JMENX

62% FI Score
  • jmenx
  • Mutual Fund
  • Allocation
  • Target-Date

John Hancock Funds Multimanager 2060 Lifetime Portfolio Class I

Expenses: 0.13% (Better than 1% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why »

Compare STMSX vs JORFX

62% FI Score
  • jorfx
  • Mutual Fund
  • Allocation
  • Total World

Janus Henderson Global Select Fund Class I

Expenses: 0.80% (Better than 1% of similar funds)

This is an OK choice for a Total World Allocation fund. See why »

Compare STMSX vs MTOIX

62% FI Score
  • mtoix
  • Mutual Fund
  • Allocation
  • Total World

MainStay Income Builder Fund Class I

Expenses: 0.77% (Better than 1% of similar funds)

This is an OK choice for a Total World Allocation fund. See why »

Compare STMSX vs MTMIX

62% FI Score
  • mtmix
  • Mutual Fund
  • Bond
  • Total US Bond Market

MainStay MacKay Total Return Bond Fund Class I

Expenses: 0.60% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why »

Compare STMSX vs AADAX

62% FI Score
  • aadax
  • Mutual Fund
  • Allocation
  • All-In-One

Invesco Select Risk: Growth Investor Fund Class A

Expenses: 0.49% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare STMSX vs MFIAX

61% FI Score
  • mfiax
  • Mutual Fund
  • Bond
  • Municipal Bond

MFS Municipal Income Fund Class A

Expenses: 0.77% (Better than 0% of similar funds)

This is an OK choice for a Municipal Bond Bond fund. See why »

Compare STMSX vs TSTIX

61% FI Score
  • tstix
  • Mutual Fund
  • Bond
  • High Yield Bond

Transamerica Short-Term Bond Fund Class I

Expenses: 0.62% (Better than 1% of similar funds)

This is an OK choice for a High Yield Bond Bond fund. See why »

Compare STMSX vs SWEGX

61% FI Score
  • swegx
  • Mutual Fund
  • Allocation
  • All-In-One

Schwab MarketTrack All Equity Portfolio™

Expenses: 0.40% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare STMSX vs USGNX

61% FI Score
  • usgnx
  • Mutual Fund
  • Bond
  • Government Bond

USAA Government Securities Fund

Expenses: 0.47% (Better than 1% of similar funds)

This is an OK choice for a Government Bond Bond fund. See why »

Compare STMSX vs PRIDX

61% FI Score
  • pridx
  • Mutual Fund
  • International Stocks
  • Mid-Cap Growth

T. Rowe Price International Discovery Fund

Expenses: 1.20% (Better than 1% of similar funds)

This is an OK choice for a Mid-Cap Growth International Stocks fund. See why »

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