SEI Institutional Managed Trust Mid-Cap Portfolio Fund Class F (SEMCX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
SEI Institutional Managed Trust Mid-Cap Portfolio Fund Class F (SEMCX) trades at $31.40 with AI Score 44/100 (Grade C). SEI Institutional Managed Trust Mid-Cap Portfolio Fund Class F (SEMCX) seeks long-term capital appreciation by… Market cap: $57.9M, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for SEMCX: SEMCX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates SEMCX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
SEMCX: the 3 scored disciplines are evenly split. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
SEI Institutional Managed Trust Mid-Cap Portfolio Fund Class F (SEMCX) Financial Services Profile
SEI Institutional Managed Trust Mid-Cap Portfolio Fund Class F (SEMCX) aims for long-term capital appreciation through investments in medium-sized companies. The fund targets equities with attractive valuation metrics and high growth prospects within the competitive asset management landscape, offering a focused approach to mid-cap equity exposure.
What Is the Investment Thesis for SEMCX?
SEMCX presents an investment opportunity for those seeking exposure to mid-cap equities with a value-oriented approach. The fund's focus on companies with low price-earnings and price-book ratios, coupled with high growth potential, could lead to outperformance in certain market environments. A key value driver is the fund's disciplined stock selection process, which aims to identify undervalued companies with strong growth prospects. Catalysts for growth include positive earnings revisions and improving economic conditions that favor mid-cap companies. However, potential risks include market volatility and the possibility that the fund's investment strategy may underperform during periods of growth stock dominance. The fund's beta of 1.00 suggests that it is expected to move in line with the broader market. Investors may want to evaluate the fund's investment strategy, risk profile, and historical performance when evaluating its suitability for their portfolios.
Based on FMP financials and quantitative analysis
SEMCX Key Highlights
The fund invests at least 80% of its net assets in equity securities of medium-sized companies, providing focused exposure to this market segment.
- The fund's investment strategy emphasizes companies with low price-earnings and price-book ratios, indicating a value-oriented approach.
- The fund seeks companies with high sustainable growth levels, aiming to capture long-term capital appreciation.
- The fund's sub-advisers actively select stocks based on their potential for positive earnings revisions, seeking to capitalize on market inefficiencies.
- The fund has a beta of 1.00, suggesting it is expected to move in line with the broader market.
Who Are SEMCX's Competitors?
SEMCX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| ARDEX AMG River Road Dividend All Cap Value Fund - Class N | $5.70 | -0.35% | $69.9M | 44 |
| ARFFX Ariel Focus Investor | $20.54 | -0.63% | $90.8M | 44 |
| GLNAX MFS Global New Discovery Fund Class A | $25.66 | -0.50% | $68.4M | 46 |
| HMSFX Hennessy Midstream Fund Investor Class | $13.60 | +0.15% | $79.9M | 50 |
| IJUN Intl Developed Power Buffer ETF | $31.88 | -0.30% | $77.4M | 49 |
| EEA The European Equity Fund, Inc. | $11.15 | -0.59% | $74.7M | 67 |
| HNNA Hennessy Advisors, Inc. | $9.89 | -1.30% | $78.2M | 81 |
| ETHT ProShares - Ultra Ether ETF | $12.57 | +19.94% | $92.2M | 68 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are SEMCX's Key Strengths?
Disciplined investment approach focused on value and growth.
- Experienced sub-advisers with expertise in mid-cap equities.
- Established presence within the SEI Institutional Managed Trust.
- Potential for outperformance in certain market environments.
What Are SEMCX's Weaknesses?
Reliance on sub-advisers for stock selection.
- Potential for underperformance during periods of growth stock dominance.
- Limited control over market conditions and economic trends.
- Sensitivity to market volatility and investor sentiment.
What Could Drive SEMCX Stock Higher?
Positive earnings revisions for portfolio companies.
- Improving economic conditions favoring mid-cap equities.
- Increased investor demand for value-oriented strategies.
What Are the Key Risks for SEMCX?
Market volatility and economic uncertainty.
- Underperformance during periods of growth stock dominance.
- Competition from other asset managers.
- Regulatory changes and compliance costs.
What Are the Growth Opportunities for SEMCX?
- Expansion of Mid-Cap Equity Allocation: The increasing recognition of mid-cap equities as a strategic asset class presents a growth opportunity for SEMCX. As investors seek diversification and higher growth potential beyond large-cap stocks, SEMCX can attract inflows by highlighting its focused mid-cap strategy and value-oriented approach. The mid-cap market represents a substantial portion of the overall equity market, offering ample opportunities for SEMCX to deploy capital and generate returns. Timeline: Ongoing.
- Enhanced Marketing and Distribution: SEMCX can enhance its growth prospects by expanding its marketing and distribution efforts. This includes targeting institutional investors, financial advisors, and individual investors through various channels, such as online platforms, conferences, and partnerships. By increasing its visibility and accessibility, SEMCX can attract new investors and grow its asset base. A well-executed marketing strategy can differentiate SEMCX from its competitors and highlight its unique value proposition. Timeline: Ongoing.
- Product Innovation and Diversification: SEMCX can explore opportunities to expand its product offerings and cater to a wider range of investor needs. This could involve launching new funds with different investment strategies, such as ESG-focused mid-cap funds or thematic mid-cap funds. By diversifying its product line, SEMCX can attract new investors and reduce its reliance on a single investment strategy. Product innovation can also help SEMCX stay ahead of its competitors and adapt to changing market conditions. Timeline: 1-3 years.
- Strategic Partnerships and Acquisitions: SEMCX can pursue strategic partnerships and acquisitions to expand its capabilities and market reach. This could involve partnering with other asset managers, wealth management firms, or technology providers. Acquisitions can provide SEMCX with access to new markets, investment strategies, or technologies. Strategic partnerships and acquisitions can accelerate SEMCX's growth and enhance its competitive position. Timeline: 3-5 years.
- Technological Advancement and Digitalization: SEMCX can leverage technological advancements and digitalization to improve its investment processes, client service, and operational efficiency. This includes adopting advanced analytics, artificial intelligence, and machine learning to enhance stock selection and risk management. Digitalization can also improve client communication, reporting, and access to information. By embracing technology, SEMCX can enhance its competitiveness and deliver better outcomes for its investors. Timeline: Ongoing.
What Threats Does SEMCX Face?
- Intense competition from other asset managers.
- Changing investor preferences and market trends.
- Regulatory changes and compliance costs.
- Economic downturns and market corrections.
What Are SEMCX's Competitive Advantages?
- Established presence within the SEI Institutional Managed Trust.
- Disciplined investment approach focused on value and growth characteristics.
- Experienced sub-advisers with expertise in mid-cap equity investing.
What Does SEMCX Do?
SEI Institutional Managed Trust Mid-Cap Portfolio Fund Class F (SEMCX) is designed to provide investors with long-term capital appreciation by focusing on equity securities of medium-sized companies. The fund operates under the SEI Institutional Managed Trust, which offers a range of investment solutions across various asset classes. SEMCX's investment strategy centers on identifying companies with specific financial characteristics, including low price-earnings and price-book ratios. These valuation metrics are combined with expectations of high sustainable growth and the potential for positive earnings revisions. The fund's sub-advisers play a crucial role in stock selection, employing a disciplined approach to identify companies that align with the fund's investment criteria. By concentrating on mid-cap companies, SEMCX aims to capture growth opportunities that may be overlooked by investors focused on larger, more established companies. The fund's investment approach is designed to deliver consistent, long-term returns while managing risk through diversification within the mid-cap equity space. SEMCX is available to investors seeking a targeted exposure to mid-cap equities with a focus on value and growth characteristics. SEMCX operates within the broader asset management industry, offering a specific investment strategy within SEI's larger suite of investment products. The fund's performance is influenced by market conditions, economic trends, and the performance of the underlying companies in its portfolio. As an actively managed fund, SEMCX's success depends on the ability of its sub-advisers to effectively identify and select securities that meet the fund's investment objectives.
What Products and Services Does SEMCX Offer?
- Invests in equity securities of medium-sized companies.
- Seeks long-term capital appreciation.
- Focuses on companies with low price-earnings and price-book ratios.
- Targets companies with high sustainable growth levels.
- Employs sub-advisers to select stocks.
- Manages assets within the SEI Institutional Managed Trust.
How Does SEMCX Make Money?
- Generates revenue through management fees based on assets under management (AUM).
- Aims to attract and retain investors by delivering competitive investment performance.
- Utilizes a sub-advisory model for stock selection and portfolio management.
What Industry Does SEMCX Operate In?
SEMCX operates within the asset management industry, which is characterized by intense competition and evolving investor preferences. The industry is influenced by factors such as market volatility, interest rates, and regulatory changes. SEMCX competes with other asset managers offering mid-cap equity funds, including ARDEX, ARFFX, GLNAX, HMSFX, and IJUN. The fund's success depends on its ability to deliver competitive returns and attract investors seeking exposure to mid-cap equities. The asset management industry is experiencing growth driven by increasing demand for investment solutions and the rising affluence of individuals globally.
Who Are SEMCX's Key Customers?
- Institutional investors seeking mid-cap equity exposure.
- Financial advisors allocating client assets to mid-cap strategies.
- Individual investors seeking long-term capital appreciation.
How SEI Institutional Managed Trust Mid-Cap Portfolio Fund Class F Is Valued
Relative to its peer group, SEMCX's quantitative score of 44/100 is roughly in line with the peer average of 47/100.
SEMCX Financials
Bull Case vs Bear Case
Bull Case
- Disciplined investment approach focused on value and growth.
- Experienced sub-advisers with expertise in mid-cap equities.
- Established presence within the SEI Institutional Managed Trust.
- Potential for outperformance in certain market environments.
Bear Case
- Reliance on sub-advisers for stock selection.
- Potential for underperformance during periods of growth stock dominance.
- Limited control over market conditions and economic trends.
- Sensitivity to market volatility and investor sentiment.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
SEMCX Latest News
No recent news available for SEMCX.
SEMCX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for SEMCX.
Price Targets
Wall Street price target analysis for SEMCX.
SEMCX MoonshotScore
What does this score mean?
The MoonshotScore rates SEMCX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Common Questions About SEMCX (Financial Services)
What does the AI Score mean for SEMCX?
SEMCX holds an AI Score of 44/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. SEI Institutional Managed Trust Mid-Cap Portfolio Fund Class F (SEMCX) seeks long-term capital appreciation by investing primarily in equity securities of medium-sized companies. The fund focuses …
What does SEI Institutional Managed Trust Mid-Cap Portfolio Fund Class F do?
SEI Institutional Managed Trust Mid-Cap Portfolio Fund Class F (SEMCX) is an investment fund that seeks long-term capital appreciation by investing primarily in equity securities of medium-sized companies. The fund's investment strategy focuses on identifying companies with low price-earnings and price-book ratios, coupled with high sustainable growth potential.
What are the main risks for SEMCX?
The main risks for SEMCX include market volatility, economic uncertainty, and the potential for underperformance during periods of growth stock dominance. The fund's investment strategy focuses on companies with low price-earnings and price-book ratios, which may underperform during periods when growth stocks are favored by investors.
How does SEMCX select its mid-cap investments?
SEMCX employs a disciplined investment approach that focuses on identifying mid-cap companies with specific financial characteristics. The fund's sub-advisers select stocks of companies that have low price-earnings and price-book ratios, indicating attractive valuation metrics. In addition to valuation, the fund seeks companies with high sustainable growth levels and the probability of positive earnings revisions.
What regulatory challenges does SEI Institutional Managed Trust Mid-Cap Portfolio Fund Class F face?
SEI Institutional Managed Trust Mid-Cap Portfolio Fund Class F faces regulatory challenges common to the asset management industry. These include compliance with the Investment Company Act of 1940, which governs the structure and operation of investment companies.
What are the key factors to evaluate for SEMCX?
SEI Institutional Managed Trust Mid-Cap Portfolio Fund Class F (SEMCX) holds an AI score of 44/100 (low). Not financial advice.
How frequently does SEMCX data refresh on this page?
SEMCX's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven SEMCX's recent stock price performance?
SEI Institutional Managed Trust Mid-Cap Portfolio Fund Class F (SEMCX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Disciplined investment approach focused on value and growth. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider SEMCX overvalued or undervalued right now?
SEI Institutional Managed Trust Mid-Cap Portfolio Fund Class F (SEMCX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for SEMCX, limiting insight quality.
- Financial data based on limited information.