SEI Institutional Managed Trust Mid-Cap Fund
SFDYX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- CEO
- Roger J. Sit
- Full Time Employees
- 85
- Sector
- Financial Services
- Industry
- Asset Management
- Address
- BOSTON MA 02109 Minneapolis MN United States of America 55402-2211
- IPO Date
- Nov 3, 2015
- CIK
- 0000804239
- Website
- sitfunds.com
- Similar Companies
- Business
- SEI Institutional Managed Trust Mid-Cap Fund (SFDYX) is an open-end mutual fund that seeks long-term capital appreciation by investing at least 80% of its net assets in equity securities of medium-sized U.S. companies, primarily common stocks selected for low price-earnings and price-book ratios alongside high sustainable growth and positive earnings revisions; it benchmarks against the Russell MidCap TR Index and maintains a diversified portfolio across sectors with approximately 284 holdings, a turnover rate of 61%, an expense ratio of 0.73-0.74%, and total assets under management of about $52-73 million. The fund employs a multi-manager approach under the supervision of investment adviser SEI Investments Management Corporation (SIMC), which allocates assets among multiple sub-advisers with varying quantitative and fundamental styles, supplemented by direct management from SIMC and implementation via an overlay manager for efficiency, tax management, and risk control; Class Y shares target institutional investors such as independent investment advisers with a minimum investment of $100,000. Incorporated as part of SEI Institutional Managed Trust, a Massachusetts business trust established in 1986 and domiciled in the United States with operations focused on U.S. institutional investors, the fund is managed within SEI Investments Company, founded in 1968 and headquartered in Oaks, Pennsylvania. Recent portfolio management changes in 2024 include the addition of Cory Furlong, CFA, as Portfolio Manager/Analyst responsible for U.S. small- and mid-cap equity oversight; expanded roles for David L. Hintz, CFA, in mid-cap portfolio management and sub-adviser allocation; and departures of prior managers such as Stephen C. Dolce across related equity funds, alongside sub-adviser shifts in peer SEI funds like the addition of Leeward Investments for small-cap value and Polen Capital for small-cap growth strategies. In parallel, SEI Investments completed the first phase of its Stratos strategic investment in December 2025, acquiring a majority stake in the $37 billion RIA network for $527 million to enhance advisor services, technology, and growth capabilities, with full closure expected in 2026; this bolsters SEI's platform supporting funds like SFDYX through expanded asset management and administration services.