SEI Institutional Managed Trust Large Cap Growth Fund (SELCX)

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The chart shows the growth of an initial investment of $10,000 in SEI Institutional Managed Trust Large Cap Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

SEI Institutional Managed Trust Large Cap Growth Fund (SELCX) has returned -9.30% so far this year and 16.67% over the past 12 months. Looking at the last ten years, SELCX has achieved an annualized return of 15.14%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Jan 3, 1995, SELCX's average daily return is +0.05%, while the average monthly return is +0.94%. At this rate, your investment would double in approximately 6.2 years.

Historically, 61% of months were positive and 39% were negative. The best month was Apr 2020 with a return of +14.4%, while the worst month was Oct 2008 at -18.0%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 5 months.

On a daily basis, SELCX closed higher 53% of trading days. The best single day was Dec 17, 2024 with a return of +20.8%, while the worst single day was Dec 18, 2024 at -20.4%.

SEI Institutional Managed Trust Large Cap Growth Fund has an annualized alpha of 1.12%, beta of 1.07, and R² of 0.84 versus S&P 500 Index. Calculated based on daily prices since January 04, 1995.

• This fund captured 113.53% of S&P 500 Index gains and 107.18% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• With beta of 1.07 and R² of 0.84, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

SELCX has an expense ratio of 0.89%, placing it in the medium range.

SELCX ranks 41 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for SEI Institutional Managed Trust Large Cap Growth Fund (SELCX) and compare them to a chosen benchmark (S&P 500 Index).

SEI Institutional Managed Trust Large Cap Growth Fund provided a 25.59% dividend yield over the last twelve months, with an annual payout of $9.56 per share.

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.

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.

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 68.55%, occurring on Nov 20, 2008. Recovery took 1499 trading sessions.

The current SEI Institutional Managed Trust Large Cap Growth Fund drawdown is 14.99%.

The chart below shows the rolling one-month volatility.