The fund will invest at least 80 percent of its net assets in equity securities of small and medium capitalization companies. Tax Managed is traded on NASDAQ Exchange in the United States. With a beta of 1.15, Simt Tax tends to amplify broader market movements, but positive alpha indicates some excess return relative to Dow Jones. It falls under the Small Blend category.
Simt Tax is priced at $27.03 in today’s session, reflecting 0.75% up today after opening at $26.83. Simt Tax demonstrates a moderate probability of financial instability, with modeled odds near 20%. Over the prior 90 trading days, Simt Tax has produced modest risk-adjusted performance, in line with its contained performance profile. The performance scores are measured across the period from February 9, 2026 to May 10, 2026. Learn more.
Simt Tax Managed Smallmid [STMPX] is traded in USA. The fund is listed under the Small Blend category and is part of the SEI family. This fund at this time has accumulated $996.2 million in assets with no minimum investment requirements. Simt Tax Managed is currently producing a year-to-date (YTD) return of 11.91%, while the total return for the last 3 years is 16.28%. Simt Tax is an operator in the small blend segment where revenue is driven by core operating activity and end-market demand.
SIMT TAX-MANAGED SMALL/MID CAP FUND CLASS Y NAV Analysis
Below Model Estimate
Today
27.03
For Simt Tax Managed, valuation is derived from the weighted behavior of its portfolio constituents over a 3 months horizon. Divergence between price and model value may reflect tracking error, flows, or rebalancing effects.
Sector diversification is a key tool for managing portfolio risk. Broad sector allocation in Simt Tax Mutual Fund typically reduces both expected return and expected risk.
Sector-focused funds such as Simt Tax Managed Smallmid Mutual Fund are an efficient vehicle for implementing sector tilts. Sector-focused funds offer a practical diversification strategy for managing sector concentration.
Monitoring Simt Tax from the SEI family catches shifts in fund behavior before they affect returns. Used well, alerts function as a periodic check: do current fund conditions still justify the allocation and share class? The alerts that matter most are those that challenge the investor's most confident assumptions about the fund's holdings.
Ownership mix should still be evaluated through filings, holder turnover, and governance disclosures. Institutional activity around Simt Tax Managed Smallmid shapes the liquidity and governance picture. The business currently sits in the its sector and the its industry. The holder map for Simt Tax Managed Smallmid is informative when paired with volume trends and short-interest data.
The ownership mix in Simt Tax Managed Smallmid shapes market structure and potential liquidity pressure during stressed periods. Revenue scale should be reviewed against peers and reporting history. Simt Tax Managed Smallmid holder data is best used to understand governance dynamics and liquidity depth.
Predictive Daily Indicators
Simt Tax's daily data helps shareholders distinguish genuine momentum from short-lived noise in the fund's holdings. With 996.2 M in fund assets, Simt Tax's daily data benefits shareholders who want faster feedback on NAV-driving trends. For Simt Tax in Small Blend, comparing daily indicators against weekly momentum helps separate session-level noise from developing trends.
NAV projections for Simt Tax Managed Smallmid within Small Blend rely on smoothing, regression, and moving-average techniques applied to historical prices. At 0.7% yield, Simt Tax's regression-based models capture NAV drift and trend but may underperform during manager turnover or style shifts. For Simt Tax, comparing forecast dispersion across methods highlights periods when the fund's behavior is harder to predict.
Fund analysis emphasizes diversification, manager constraints, and fee drag. The five-year return stands at 7.0%.
Methodology
Unless otherwise specified, data for Simt Tax Managed Smallmid is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Simt Tax Managed Smallmid market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions. All analytics presented are generated using Macroaxis quantitative models that incorporate financial statement analysis, market data, and risk metrics to ensure consistency and comparability. Assumptions: This report references public fund disclosures, holdings reports, and market data feeds and institutional disclosures, including U.S. Securities and Exchange Commission (SEC) via EDGAR. Certain datasets may update with delay depending on source availability. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.
Research Sources
Simt Tax Managed Smallmid may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.
Editorial review and methodology oversight provided by: Ellen Johnson, Member of Macroaxis Editorial Board