SEI Institutional Managed Trust Large Cap Growth Fund (SELCX)
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. It will primarily seek to purchase securities believed to have attractive growth and appreciation potential. For purposes of this fund, a large company is a company with a market capitalization in the range of companies in the Russell 1000 Growth Index at the time of purchase. It may invest up to 20% of its assets in foreign securities.
Fund Info
US7839256622
783925662
Dec 20, 1994
$100,000
Large-Cap
Growth
Expense Ratio
SELCX has an expense ratio of 0.89%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
SEI Institutional Managed Trust Large Cap Growth Fund (SELCX) returned 0.95% year-to-date (YTD) and 17.41% over the past 12 months. Over the past 10 years, SELCX delivered an annualized return of 13.91%, outperforming the S&P 500 benchmark at 10.85%.
SELCX
0.95%
8.82%
-0.13%
17.41%
18.96%
16.30%
13.91%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of SELCX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.39% | -3.81% | -7.91% | 1.29% | 8.82% | 0.95% | |||||||
| 2024 | 3.49% | 6.23% | 2.58% | -4.42% | 5.61% | 5.42% | -1.66% | 2.98% | 3.06% | -0.79% | 7.59% | -1.07% | 32.24% |
| 2023 | 6.67% | -1.52% | 6.38% | 1.18% | 4.36% | 6.91% | 3.03% | -1.06% | -4.96% | -1.26% | 10.84% | 4.05% | 39.18% |
| 2022 | -8.92% | -3.50% | 2.55% | -11.37% | -1.89% | -8.24% | 11.27% | -4.43% | -9.64% | 6.39% | 4.40% | -7.47% | -28.99% |
| 2021 | -1.03% | 1.57% | 2.24% | 6.52% | -1.08% | 5.02% | 3.02% | 2.94% | -5.59% | 8.04% | -0.12% | 2.32% | 25.73% |
| 2020 | 2.22% | -6.63% | -10.54% | 14.38% | 6.96% | 3.95% | 7.03% | 8.71% | -4.01% | -3.09% | 9.96% | 3.69% | 34.01% |
| 2019 | 9.04% | 3.94% | 2.43% | 4.63% | -6.40% | 6.60% | 1.76% | -1.69% | -0.64% | 2.82% | 4.54% | 2.87% | 33.21% |
| 2018 | 8.07% | -2.89% | -2.03% | 0.37% | 3.65% | 1.72% | 2.47% | 4.17% | 0.38% | -8.85% | 1.87% | -8.47% | -0.93% |
| 2017 | 3.04% | 4.26% | 0.51% | 2.33% | 2.06% | 0.83% | 2.75% | 1.09% | 1.58% | 3.68% | 2.75% | 0.45% | 28.40% |
| 2016 | -6.41% | -1.54% | 4.09% | -1.65% | 3.34% | -1.93% | 5.92% | -0.44% | 1.16% | -2.45% | -0.55% | 0.42% | -0.64% |
| 2015 | -2.28% | 7.15% | -0.57% | -0.60% | 2.15% | -1.25% | 3.13% | -6.92% | -3.45% | 8.35% | -0.03% | -0.57% | 4.21% |
| 2014 | -3.31% | 5.30% | -1.39% | -1.01% | 2.35% | 2.27% | -1.53% | 3.42% | -1.83% | 3.47% | 2.94% | -0.16% | 10.60% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SELCX is 57, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for SEI Institutional Managed Trust Large Cap Growth Fund (SELCX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
SEI Institutional Managed Trust Large Cap Growth Fund provided a 21.97% dividend yield over the last twelve months, with an annual payout of $9.56 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $9.56 | $9.56 | $6.67 | $2.72 | $6.74 | $4.28 | $2.22 | $4.39 | $2.93 | $0.03 | $5.56 | $2.69 |
Dividend yield | 21.97% | 22.18% | 16.86% | 8.18% | 13.35% | 9.37% | 5.94% | 14.76% | 8.57% | 0.11% | 19.07% | 8.05% |
Monthly Dividends
The table displays the monthly dividend distributions for SEI Institutional Managed Trust Large Cap Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $9.56 | $9.56 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.66 | $6.67 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.03 | $0.00 | $2.68 | $2.72 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.74 | $6.74 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.26 | $4.28 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.01 | $0.00 | $2.14 | $2.22 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $4.35 | $4.39 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.03 | $0.00 | $2.89 | $2.93 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.03 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $5.51 | $5.56 |
| 2014 | $0.06 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $2.60 | $2.69 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the SEI Institutional Managed Trust Large Cap Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the SEI Institutional Managed Trust Large Cap Growth Fund was 67.93%, occurring on Nov 20, 2008. Recovery took 1448 trading sessions.
The current SEI Institutional Managed Trust Large Cap Growth Fund drawdown is 4.25%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -67.93% | Sep 5, 2000 | 2061 | Nov 20, 2008 | 1448 | Aug 25, 2014 | 3509 |
| -32.65% | Dec 28, 2021 | 202 | Oct 14, 2022 | 316 | Jan 19, 2024 | 518 |
| -32.1% | Feb 20, 2020 | 23 | Mar 23, 2020 | 55 | Jun 10, 2020 | 78 |
| -28.57% | Jul 21, 1998 | 58 | Oct 8, 1998 | 52 | Dec 21, 1998 | 110 |
| -22.7% | Dec 14, 2018 | 7 | Dec 24, 2018 | 84 | Apr 26, 2019 | 91 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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