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Tax Managed Small Mid Cap Fund Class Y: (MF: STMPX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:41 PM ET

$24.24 USD

+0.05 (0.21%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for STMPX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Buy 2
MF Report

Load Information

Ticker Max
Load %		 Deferred
Load %		 Red.
Fee %		 12B-1
Fee %		 Mgmt
Fee %		 Expense
Ratio %
SEI Tax Managed Small/Mid Cap Y STMPX NA NA 0.00 0.00 0.65 0.89

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
SEI Inst Mgd Tr-Tax Mgd Sm Cap A STMSX 24.23 10/31/2000 0.47 16.51 11.60 6.68

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
SEI Tax Managed Small/Mid Cap Y STMPX 100000 1000 0 Q

Contact Information

Family SEI
Address 580 E. Swedesford Rd
Wayne, PA 19087
Phone 800 342-5734