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Sei Institutional Managed Trust Tax-managed Large Cap Fund Class F (TMLCX)
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00:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 3.52B
SEI Tax-Managed Large Cap F (SIMT)
35.81
+0.15
+0.42%
- Overview
- Profile
- Historical Data
- Holdings
TMLCX Overview
On this page you'll find an in-depth profile of Sei Institutional Managed Trust Tax-managed Large Cap Fund Class F. Learn about the key management, total assets, investment strategy and contact information of TMLCX among other information.
Investment Strategy
The investment seeks high long-term after-tax returns. Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of large companies. For purposes of this fund, a large company is a company with a market capitalization in the range of companies in the Russell 1000 Index at the time of purchase. It may invest up to 20% of its assets in foreign securities.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Ryan McKeon | Portfolio Manager | 2024 | Now |
| Biography | Ryan McKeon, CFA, McKeon serves as a Portfolio Manager/Analyst for the Large Cap, Large Cap Value, Large Cap Growth and Tax-Managed Large Cap Funds. Within SIMC's Investment Management Unit, Mr. McKeon is responsible for leading the US Large Cap Equity manager due diligence and selection process for SEI's fund management and separate account business, as well as for assisting in the management of US Large Cap Equity funds. Previously, Mr. McKeon was an analyst on SEI's Manager Research team, where he was responsible for manager due diligence and selection across both US and non-US equity sub-asset classes. He earned his Bachelor of Science in Finance from Pennsylvania State University. Mr. McKeon is a CFA charterholder and a member of the CFA Institute and the CFA Society of Philadelphia. | ||
| James Reber | Managing Director, Portfolio Management | 2022 | Now |
| Biography | James Reber, Managing Director – Portfolio Management, is responsible for portfolio management of Parametric’s Private Client Direct Group — primarily serving Parametric’s wealth management and family office client base. The Private Client Direct Group manages US, non-US and global Custom Core® portfolios. Prior to joining Parametric in 2004, James was a Senior Associate with Standard and Poor’s Corporate Value Consulting Group providing financial valuation services to IT and technology industries. He earned an M.B.A. from the University of Washington and a B.S. in chemical engineering from Michigan State University | ||
| Brian L Massey | Portfolio Manager/Analyst | 2018 | Now |
| Biography | Brian Massey, CFA, is a partner and President of Mar Vista Investment Partners and has 33 years of investment experience. He serves as a portfolio manager/analyst and is a member of the investment team. Prior to starting Mar Vista in 2007, Brian spent 10 years as both a portfolio manager and analyst, and was Director of Research at Roxbury Capital Management. Before coming to Roxbury, Brian was a management consultant in KPMG Peat Marwick’s Corporate Finance and Strategic Consulting group. He has a B.S. in economics from Johns Hopkins University and an M.B.A. from The Anderson School of Management at the University of California, Los Angeles. | ||
| Silas A. Myers | Equity Analyst and Product Analyst | 2018 | Now |
| Biography | Silas Myers, CFA, is a partner and CEO of Mar Vista Investment Partners and has 34 years of investment experience. He serves as a portfolio manager/analyst and is a member of the investment team. Before starting Mar Vista in 2007, Silas spent seven years as a portfolio manager and analyst at Roxbury Capital Management. He was also an equity analyst and product specialist at Hotchkis and Wiley, where he performed in-depth industry and company analysis. He began his career as a vice president and portfolio manager at Utendahl Capital Management. He has a B.A. in psychology and an M.B.A., both from Harvard University. He is also a Robert A. Toigo Foundation Alumnus. | ||
| David L. Hintz | Portfolio Manager | 2017 | Now |
| Biography | David L. Hintz, CFA serves as a Portfolio Manager for the Large Cap, Large Cap Disciplined Equity, Large Cap Index, S&P 500 Index and Extended Market Index Funds. David L. Hintz is responsible for the management of the portfolios, capital market research, ongoing evaluation and allocation of equity managers and capital for the SEI funds. Prior to joining SEI, Mr. Hintz worked at Russell Investments as a Portfolio Manager and previously as the Head of US Equity Research and a Research Analyst. Mr. Hintz received his Bachelor of Science from Walla Walla University and his M.B.A. from Pacific Lutheran University. Mr. Hintz is a CFA charter holder from the CFA Institute. | ||
| Jennifer Chang | Executive Director/Portfolio Manager | 2017 | Now |
| Biography | Jennifer Chang is a co-portfolio manager on the High Dividend, Value Equity and Enhanced Equity Income strategies at Schafer Cullen Capital Management. Jennifer joined Schafer Cullen in 2006. Prior to joining Schafer Cullen Capital Management, Mrs. Chang was an investment analyst at PNC Advisors and an associate consultant at Bain & Company. Mrs. Chang received her MBA from the Wharton School of Business in 2004 and her B.S. from Rice University in 1999. She has held the Chartered Financial Analyst designation since 2007. | ||
| James P. Cullen | Chairman | 2017 | Now |
| Biography | Jim Cullen founded Schafer Cullen Capital Management in 1983 and has served as the CEO and Portfolio Manager since its formation in 1983. His experience in the investment business spans over 50 years. Prior to founding the Firm, Mr. Cullen was a Vice President at Donaldson, Lufkin & Jenrette. Previously to Donaldson, Mr. Cullen co-managed the New York Research, which specialized in low P/E research. He began his career at Merrill Lynch in 1965 and later worked for the research firm Spencer Trask & Company. Mr. Cullen spent four years as a Navy Officer on the aircraft carrier USS Essex after receiving a B.S. in finance from Seton Hall University. | ||
| Eugene Barbaneagra | Portfolio Manager | 2016 | Now |
| Biography | Eugene Barbaneagra, CFA, serves as Portfolio Manager for the U.S. Equity Factor Allocation, U.S. Managed Volatility, Global Managed Volatility and World Select Equity Funds. Mr. Barbaneagra serves as a Portfolio Manager within the Investment Management Unit. Mr. Barbaneagra is responsible for the portfolio strategy of US and Global Managed Volatility Funds and a number of core Global Equity funds. | ||
| Jason Collins | Vice President | 2016 | Now |
| Biography | Jason Collins is a co-portfolio manager of the Stable Value Intermediate strategies in the Fixed Income Division. He is a vice president and an Investment Advisory Committee member of the Short-Term Bond Fund, a vice president of the Fixed Income Series, Inc., and a member of the Investment Advisory Committee for the Limited-Term Bond Portfolio. Jason also chairs the Synthetic Investment Committee and cochairs the Low Duration Advisory Committee. He is a vice president of T. Rowe Price Group, Inc., T. Rowe Price Associates, Inc., and T. Rowe Price Trust Company. Jason’s investment experience began in 2001, and he has been with T. Rowe Price since 2005, beginning as a portfolio investment analyst on the Stable Value team, before transitioning to the U.S. Taxable Low Duration team. After that, he was an associate portfolio manager responsible for managing high-quality multi-sector portfolios for stable value mandates. Prior to joining the firm, Jason was employed by University Federal Credit Union as a financial analyst, where he managed a portfolio of investment-grade securities and was responsible for the credit union's asset liability management program. Before that, he was employed by Janus Capital as an investor service supervisor. Jason also was an airborne reconnaissance supervisor in the United States Navy. Jason earned a B.S., with honors, in liberal studies from Excelsior College and an M.B.A. from the University of Texas at Austin. Jason also has earned the Chartered Financial Analyst® designation. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. | ||
| Andrew Chan | Portfolio Manager | 2016 | Now |
| Biography | Andrew Chan, MSc, Vice President and Portfolio Manager, joined Fiera Capital in 2009. Andrew Chan is a member of the Global Equity team and is assistant portfolio manager for the U.S., International and Global Equity strategies. Prior experiences include Senior analyst positions for U.S. and global equities at leading investment management firms. | ||
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