SEI Institutional Investments Trust Large Cap Disciplined Equity Fund Class A
SCPAX
NASDAQ
Weiss Ratings | SCPAX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C+ | |||
Risk Index | Good | |||
Risk Grade | B- | |||
Company Info | SCPAX-NASDAQ | Click to Compare |
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Provider | SEI | |||
Manager/Tenure (Years) | Jason Collins (8), David L. Hintz (7), Arup Datta (5), 14 others | |||
Website | http://www.seic.com | |||
Fund Information | SCPAX-NASDAQ | Click to Compare |
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Fund Name | SEI Institutional Investments Trust Large Cap Disciplined Equity Fund Class A | |||
Category | Large Blend | |||
Sub-Category | US Equity Large Cap Blend | |||
Prospectus Objective | Growth | |||
Inception Date | Aug 28, 2003 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 100,000.00 | |||
Minimum Subsequent Investment | 1,000.00 | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | SCPAX-NASDAQ | Click to Compare |
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Dividend Yield | 2.92% | |||
Dividend | SCPAX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 1.78% | |||
Asset Allocation | SCPAX-NASDAQ | Click to Compare |
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Cash | 6.86% | |||
Stock | 93.12% | |||
U.S. Stock | 90.55% | |||
Non-U.S. Stock | 2.57% | |||
Bond | 0.00% | |||
U.S. Bond | 0.00% | |||
Non-U.S. Bond | 0.00% | |||
Preferred | 0.00% | |||
Convertible | 0.00% | |||
Other Net | 0.02% | |||
Price History | SCPAX-NASDAQ | Click to Compare |
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7-Day Total Return | 2.20% | |||
30-Day Total Return | 4.20% | |||
60-Day Total Return | 9.44% | |||
90-Day Total Return | 2.79% | |||
Year to Date Total Return | 1.52% | |||
1-Year Total Return | 13.70% | |||
2-Year Total Return | 43.53% | |||
3-Year Total Return | 49.94% | |||
5-Year Total Return | 107.29% | |||
Price | SCPAX-NASDAQ | Click to Compare |
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Closing Price | -- | |||
1-Month Low Price | -- | |||
1-Month High Price | -- | |||
52-Week Low Price | -- | |||
52-Week Low Price (Date) | -- | |||
52-Week High Price | -- | |||
52-Week High Price (Date) | -- | |||
NAV | SCPAX-NASDAQ | Click to Compare |
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Nav | $10.66 | |||
1-Month Low NAV | $10.12 | |||
1-Month High NAV | $10.70 | |||
52-Week Low NAV | $9.01 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $13.17 | |||
52-Week High Price (Date) | Dec 04, 2024 | |||
Beta / Standard Deviation | SCPAX-NASDAQ | Click to Compare |
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Beta | 0.95 | |||
Standard Deviation | 15.92 | |||
Balance Sheet | SCPAX-NASDAQ | Click to Compare |
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Total Assets | 1.32B | |||
Operating Ratios | SCPAX-NASDAQ | Click to Compare |
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Expense Ratio | 0.18% | |||
Turnover Ratio | 137.00% | |||
Performance | SCPAX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 20.03% | |||
Last Bear Market Total Return | -14.74% | |||