SEI Institutional Managed Trust Tax Managed Large Cap Fund
Shareclass
SEI Tax-Managed Large Cap Y (SIMT) (STLYX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund SEI Institutional Managed Trust Tax Managed Large Cap Fund
FUND COVERAGE
# of holdings305
% of assets98%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Procter & Gamble Co0.63%$27.52M
- 2. Novartis AG ADR0.09%$4.13M
- 3. Novo Nordisk AS ADR0.07%$2.84M
- 4. Bank of America Corp1.3%$56.46M
- 5. Unilever PLC ADR0.23%$9.85M
- 6. Welltower Inc0.2%$8.58M
- 7. Mondelez International Inc Class A0.04%$1.53M
- 8. Mastercard Inc Class A1.53%$66.81M
- 9. Citigroup Inc0.92%$40M
- 10. Philip Morris International Inc0.68%$29.73M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Heico Corp0.13%$5.51M
- 2. Mueller Industries Inc0.02%$817,474
- 3. Vertiv Holdings Co Class A0.1%$4.43M
- 4. PACCAR Inc0.13%$5.8M
- 5. Canadian Natural Resources Ltd0.16%$6.88M
- 6. Steel Dynamics Inc0.09%$3.93M
- 7. Reliance Inc0.07%$3.1M
- 8. Rollins Inc0.17%$7.42M
- 9. AppLovin Corp Ordinary Shares - Class A0.24%$10.46M
- 10. Federated Hermes Inc Class B0.12%$5.06M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund SEI Institutional Managed Trust Tax Managed Large Cap Fund
Totals
Holdings
Assets
Weight
Prisons
20
$712.31M
16%
Prisons high risk
2
$23.73M
0.54%
Private prisons
0
$0
0%
Borders
19
$711.62M
16%
Borders high risk
9
$97.03M
2.23%
Total
30
$845.63M
19%
Holdings — 30 flagged holdings
1.
Microsoft Corp
:$251.91M
5.78%
2.
Alphabet Inc Class A
:$111.94M
2.57%
3.
Alphabet Inc Class C
:$107.64M
2.47%
4.
Amazon.com Inc
:$64.76M
1.49%
5.
AT&T Inc
:$47.31M
1.09%
6.
Berkshire Hathaway Inc Class B
$45.89M
1.05%
7.
RTX Corp
:$41.46M
0.95%
8.
The Kroger Co
$27.22M
0.62%
9.
General Motors Co
:$16.93M
0.39%
10.
Motorola Solutions Inc
:$15.63M
0.36%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
SEI Institutional Managed Trust Tax Managed Large Cap Fund STLYX
Environment
Social
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