SSMAX Mutual Fund

SSMAX Mutual Fund (SEI Institutional Investment Trust - Small/Mid Cap Equity Fund Class A) is managed by SEI Funds. SSMAX expense ratio is 0.72%, holding 458 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2003-12-15.

SSMAX performance shows a YTD return of 13.55%. The 1-year return is 19.68% and the 5-year return is 5.55%. SSMAX dividend yield stands at 7.06%, paid quarterly.

SSMAX top holdings include Sei Daily Income Trust Government Fund (9.4%), Rbc Bearings Inc (0.7%), E-Mini Russell 2000 Index Future Sept 26 (0.7%), Healthequity Inc (0.7%), Synnex Technology International Co (0.7%). Go to all SSMAX holdings, SSMAX sectors, or SSMAX dividends.

SSMAX can be compared against other funds. Use SSMAX overlap to find shared positions, or SSMAX vs another fund for a side-by-side view. SSMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.