STMPX Mutual Fund

STMPX Mutual Fund (SIMT Tax-Managed Small/Mid Cap Fund Class Y) is managed by SEI Funds. STMPX expense ratio is 0.99%, holding 653 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2014-12-31.

STMPX performance shows a YTD return of 14.36%. The 1-year return is 25.36% and the 5-year return is 6.79%. STMPX dividend yield stands at 3.73%, paid quarterly.

STMPX top holdings include Jackson Financial Inc USD (1.5%), Sei Daily Income Trust Government Fund (1.5%), Commercial Metals Co (1.1%), Keysight Technologies Inc. (1.1%), Photronics Inc (1.0%). Go to all STMPX holdings, STMPX sectors, or STMPX dividends.

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