TMLCX : SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F

TMLCX is a US Stocks Market Large Blend with HIGH fees.

TMLCX

SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F

FI Score

56 /100

Expense Ratio Rating

5 /10

Expense Rating

1 /10

Market Score

8 /10

Category Score

10 /10

Market Size

8 /10

56% FI Score
  • tmlcx
  • Mutual Fund
  • US Stocks
  • Large Blend

SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F

Expenses: 0.89% (Better than 0% of similar funds)

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

Fund Summary

The investment seeks high long-term after-tax returns. 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.

Largest Holdings

Amount Holding
2.70% Johnson & Johnson
2.45% Microsoft Corp
2.33% Apple Inc
2.12% Moody's Corporation
1.79% Mastercard Inc A
1.75% Amazon.com Inc
1.66% UnitedHealth Group Inc
1.48% Visa Inc Class A
1.46% Adobe Inc
1.40% MSCI Inc
1.35% Merck & Co Inc
1.32% Dollar General Corp
1.28% JPMorgan Chase & Co
1.25% Intuit Inc
1.18% Lowe's Companies Inc
1.09% Intel Corp
1.09% Sherwin-Williams Co
1.07% Facebook Inc A
1.05% Pfizer Inc
1.04% Unilever NV ADR
1.03% Alphabet Inc A
1.03% Bank of America Corp
1.02% Cisco Systems Inc
0.97% Nike Inc B
0.92% Amgen Inc

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