SEI Institutional Managed Trust Tax Managed Large Cap Fund
STLYX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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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.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- BOSTON MA 02109 Boston MA United States of America 02109
- IPO Date
- Dec 31, 2014
- CIK
- 0000804239
- Website
- holdings.seic.com
- Similar Companies
- Business
- SEI Institutional Managed Trust Tax Managed Large Cap Fund (STLYX) is a mutual fund within the SEI Institutional Managed Trust series that seeks long-term capital appreciation by investing primarily in large capitalization U.S. equities using a tax-managed investment strategy. The fund employs a disciplined approach to minimize tax liabilities through techniques such as tax-loss harvesting, high turnover of short-term holdings, and selection of stocks with favorable tax characteristics like low dividend yields and long-term capital gains deferral; it benchmarks performance against the Russell 1000 Index and maintains a portfolio concentrated in approximately 300-400 securities from sectors including technology, financials, healthcare, consumer discretionary, and industrials. Managed by sub-advisers including LSV Asset Management and others under SEI Investments Management Corp., the fund targets institutional investors such as endowments, foundations, and tax-sensitive high-net-worth clients seeking after-tax returns superior to traditional large-cap strategies. Headquartered in Oaks, Pennsylvania, SEI Investments Company, the sponsor and overall manager, was founded in 1968 and operates globally across asset management, investment processing, and retirement services. Recent developments include enhancements to its tax management algorithms in 2024 to adapt to evolving U.S. tax policies and a strategic sub-adviser review in early 2025 that reaffirmed its multi-manager structure without changes.