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 702 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2014-12-31.

STMPX performance shows a YTD return of 12.24%. The 1-year return is 16.39% and the 5-year return is 6.23%. STMPX dividend yield stands at 0.35%, paid quarterly.

STMPX top holdings include Sei Daily Income Trust Government Fund (2.3%), Jackson Financial Inc USD (1.4%), Keysight Technologies Inc. (1.3%), Abercrombie & Fitch Co. Class A (1.2%), Commercial Metals Co (1.1%). 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.