STMSX Mutual Fund (SIMT Tax-Managed Small/Mid Cap Fund Class F) is managed by SEI Funds with $622.4M in net assets. STMSX expense ratio is 1.24%, holding 637 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2000-10-31.

STMSX performance shows a YTD return of 14.66%. The 1-year return is 28.23% and the 5-year return is 6.93%. STMSX dividend yield stands at 3.68%, paid quarterly.

STMSX top holdings include Jackson Financial Inc USD (1.8%), Commercial Metals Co (1.5%), Fnb Corp/pa Common Stock Usd.01 (1.2%), Sei Daily Income Trust Government Fund (1.2%), Columbia Banking System Inc Common Stock (1.1%). View all STMSX holdings, sector breakdown, or dividend history.

STMSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. STMSX alternatives are available via the screener, along with tax-loss harvesting opportunities.