SEI Institutional Managed Trust Tax-Managed Small/Mid Cap Fund (STMPX) 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 Tax-Managed Small/Mid Cap Fund (STMPX) trades at $27.73 with AI Score 44/100 (Grade C). SEI Institutional Managed Trust Tax-Managed Small/Mid Cap Fund (STMPX) focuses on investing in small and medium… Market cap: $773M, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 18, 2026Analyst Coverage for STMPX: STMPX 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 STMPX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
STMPX: 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 Tax-Managed Small/Mid Cap Fund (STMPX) Financial Services Profile
SEI Institutional Managed Trust Tax-Managed Small/Mid Cap Fund (STMPX) is an asset management fund focusing on equity securities of small and medium capitalization companies. With a market cap of $773M and a beta of 1.09, the fund offers investors exposure to a diversified portfolio within the financial services sector, targeting long-term capital appreciation.
What Is the Investment Thesis for STMPX?
STMPX presents a notable research candidate for investors seeking exposure to the small and mid-cap equity market. With a market capitalization of $773M and a beta of 1.09, the fund offers a diversified portfolio of equity securities, primarily focusing on small and medium capitalization companies. The fund's tax-managed approach aims to maximize after-tax returns, making it attractive for long-term investors. Upcoming growth catalysts include potential market appreciation in the small and mid-cap space and strategic allocation to high-growth companies. Potential risks include market volatility and economic downturns that could negatively impact the fund's performance. The fund's ability to maintain a diversified portfolio and effectively manage tax implications will be key to its success.
Based on FMP financials and quantitative analysis
STMPX Key Highlights
The fund invests at least 80% of its net assets in equity securities of small and medium capitalization companies, providing focused exposure to this market segment.
- STMPX's investments include common and preferred stocks, warrants, REITs, and ETFs, offering diversification within the equity market.
- The fund operates with a beta of 1.09, indicating a market risk level that is slightly higher than the overall market.
- STMPX has a market cap of $773M, reflecting its size and influence within the asset management industry.
- The fund does not offer a dividend yield, focusing instead on capital appreciation as its primary return strategy.
Who Are STMPX's Competitors?
STMPX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| AFVLX Applied Finance Select Fund Investor Class | $27.02 | -0.88% | $726M | 44 |
| EKWYX Allspring Precious Metals Fund Insti Class | $174.24 | +2.62% | $992M | 47 |
| HDVYX Hartford International Equity Fund Class Y | $17.11 | -0.12% | $774M | 44 |
| MDLVX BlackRock Advantage Large Cap Value Fund - Class A | $36.72 | -1.21% | $853M | 47 |
| SEVIX SEI Institutional Managed Trust U.S. Managed Volatility Fund Class I | $14.75 | -0.34% | $519M | 44 |
| BCSF Bain Capital Specialty Finance, Inc. | $12.04 | -0.37% | $781M | 73 |
| CGBD Carlyle Secured Lending, Inc. | $11.33 | +0.00% | $787M | 88 |
| ACGP Associated Capital Group, Inc. | $33.45 | -0.06% | $698M | 67 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are STMPX's Key Strengths?
Tax-managed investment approach.
- Diversified portfolio of small and mid-cap equities.
- Experienced management team.
- Established brand reputation within SEI Investments.
What Are STMPX's Weaknesses?
Reliance on small and mid-cap equity market performance.
- Potential for higher volatility compared to large-cap investments.
- Limited dividend yield.
- Dependence on macroeconomic conditions and market sentiment.
What Could Drive STMPX Stock Higher?
Potential market appreciation in the small and mid-cap equity market.
- Strategic allocation to high-growth companies within the portfolio.
- Continued focus on tax-efficient investment strategies.
- Launch of new investment products or strategies to attract new capital.
What Are the Key Risks for STMPX?
Market volatility and economic downturns could negatively impact fund performance.
- Changes in tax laws and regulations could affect the fund's tax-managed approach.
- Increased competition from other asset management firms.
- Geopolitical risks and global economic uncertainty could impact investment returns.
What Are the Growth Opportunities for STMPX?
- Expansion into new markets: STMPX can explore opportunities to expand its reach into new geographic markets or investor segments. By targeting specific investor demographics or regions with high growth potential, the fund can attract new capital and increase its assets under management. The global asset management market is projected to reach $147.2 trillion by 2028, presenting a significant opportunity for STMPX to grow its market share. Timeline: 2-3 years.
- Strategic partnerships: Forming strategic alliances with other financial institutions or investment platforms can enhance STMPX's distribution capabilities and access to new clients. Collaborating with complementary businesses can create synergies and expand the fund's reach. The partnership approach can lead to increased brand awareness and market penetration. Timeline: 1-2 years.
- Product innovation: Developing new investment products or strategies that cater to evolving investor needs can drive growth for STMPX. By offering innovative solutions that address specific market trends or investor preferences, the fund can attract new capital and differentiate itself from competitors. The demand for sustainable and socially responsible investment products is growing, presenting an opportunity for STMPX to launch ESG-focused funds. Timeline: 2-3 years.
- Technological advancements: Leveraging technology to improve investment processes, enhance client communication, and streamline operations can drive efficiency and growth for STMPX. Investing in data analytics, artificial intelligence, and digital platforms can provide a competitive edge and improve investment outcomes. The adoption of fintech solutions is transforming the asset management industry, creating opportunities for STMPX to enhance its capabilities. Timeline: 1-2 years.
- Increased focus on tax efficiency: With its existing tax-managed approach, STMPX can further emphasize tax efficiency as a key differentiator. By implementing advanced tax planning strategies and optimizing portfolio construction for tax purposes, the fund can attract investors seeking to minimize their tax liabilities. The demand for tax-efficient investment solutions is growing, particularly among high-net-worth individuals and families. Timeline: Ongoing.
What Are STMPX's Competitive Advantages?
- Tax-managed approach: STMPX's focus on minimizing tax liabilities provides a competitive advantage, attracting investors seeking tax-efficient investment solutions.
- Diversified portfolio: The fund's diversified portfolio of small and mid-cap equities reduces risk and enhances potential returns.
- Experienced management team: STMPX's team of investment professionals brings expertise and experience to the fund's investment process.
- Established track record: The fund's historical performance and reputation contribute to its competitive positioning in the market.
What Does STMPX Do?
SEI Institutional Managed Trust Tax-Managed Small/Mid Cap Fund (STMPX) is a financial vehicle designed to provide investors with exposure to the small and medium capitalization equity market. The fund operates under the umbrella of SEI Investments, a global provider of investment processing, investment management, and investment operations solutions. STMPX was created to offer a tax-managed approach to investing in companies with market capitalizations that fall outside the large-cap universe, seeking to maximize after-tax returns for its investors. The fund primarily invests in common and preferred stocks, warrants, and, to a lesser extent, REITs, ETFs, and securities of large capitalization companies, ensuring diversification across various asset classes within the equity market. With at least 80% of its net assets allocated to small and medium-cap equities, STMPX aims to capture the growth potential of these companies while managing tax implications for its investors. The fund's investment strategy focuses on identifying companies with strong fundamentals and growth prospects, positioning it as a vehicle for investors seeking long-term capital appreciation within the small and mid-cap space.
What Products and Services Does STMPX Offer?
- Invests primarily in equity securities of small and medium capitalization companies.
- Offers a tax-managed approach to investing, aiming to maximize after-tax returns.
- Diversifies investments across common and preferred stocks, warrants, REITs, and ETFs.
- Seeks long-term capital appreciation for its investors.
- Manages a portfolio with a beta of 1.09, indicating moderate market risk.
- Operates within the asset management industry, providing investment solutions to various clients.
- Focuses on identifying companies with strong fundamentals and growth prospects.
How Does STMPX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Invests in a diversified portfolio of small and mid-cap equity securities.
- Manages tax implications for investors through strategic portfolio construction.
- Utilizes a team of investment professionals to analyze and select securities.
What Industry Does STMPX Operate In?
STMPX operates within the asset management industry, which is characterized by increasing competition and evolving investor preferences. The industry is influenced by macroeconomic factors, regulatory changes, and technological advancements. STMPX's focus on small and mid-cap equities positions it within a specific niche of the market, catering to investors seeking growth opportunities beyond large-cap stocks. The competitive landscape includes other asset management firms offering similar investment strategies, such as AFVLX, EKWYX, HDVYX, MDLVX, and SEVIX. The fund's ability to differentiate itself through its tax-managed approach and investment selection process will be crucial for its success in the market.
Who Are STMPX's Key Customers?
- Individual investors seeking exposure to small and mid-cap equities.
- Institutional investors looking for tax-efficient investment solutions.
- Financial advisors seeking to diversify client portfolios.
- Retirement plans and endowments seeking long-term capital appreciation.
SEI Institutional Managed Trust Tax-Managed Small/Mid Cap Fund (STMPX) Valuation Context
Relative to its peer group, STMPX's quantitative score of 44/100 is roughly in line with the peer average of 45/100.
STMPX Financials
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the fund's strategy and future performance.
- Community sentiment has shifted positively, with discussions highlighting strong management and investment philosophy.
- Increased interest in small/mid-cap stocks indicates a potential for growth, aligning with the fund's focus.
- Market perception is improving as investors seek diversified exposure, making this fund attractive for risk-adjusted returns.
Bear Case
- Concerns about market volatility could impact small/mid-cap stocks more severely than large caps.
- Recent discussions reflect skepticism about the fund's ability to outperform benchmarks consistently.
- Some community members express doubts about the fund's fees relative to its performance, raising cost concerns.
- Overall market sentiment remains cautious, with fears of economic slowdown affecting investor confidence.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
STMPX Latest News
No recent news available for STMPX.
STMPX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for STMPX.
Price Targets
Wall Street price target analysis for STMPX.
STMPX MoonshotScore
What does this score mean?
The MoonshotScore rates STMPX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Common Questions About STMPX (Financial Services)
What does the AI Score mean for STMPX?
STMPX 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 Tax-Managed Small/Mid Cap Fund (STMPX) focuses on investing in small and medium capitalization companies. The fund aims to provide long-term capital appreciation …
What does SEI Institutional Managed Trust Tax-Managed Small/Mid Cap Fund do?
SEI Institutional Managed Trust Tax-Managed Small/Mid Cap Fund (STMPX) is designed to provide investors with exposure to the small and medium capitalization equity market while employing a tax-managed investment approach.
What are the main risks for STMPX?
The main risks for STMPX include market volatility, economic downturns, and changes in tax laws and regulations. As a fund focused on small and mid-cap equities, STMPX is susceptible to market fluctuations and economic conditions that can negatively impact the performance of these companies.
What are the key factors to evaluate for STMPX?
SEI Institutional Managed Trust Tax-Managed Small/Mid Cap Fund (STMPX) holds an AI score of 44/100 (low). STMPX presents a notable research candidate for investors seeking exposure to the small and mid-cap equity market. Not financial advice.
How frequently does STMPX data refresh on this page?
STMPX'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 STMPX's recent stock price performance?
SEI Institutional Managed Trust Tax-Managed Small/Mid Cap Fund (STMPX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Tax-managed investment approach. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider STMPX overvalued or undervalued right now?
SEI Institutional Managed Trust Tax-Managed Small/Mid Cap Fund (STMPX) 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.
How do I research STMPX before investing?
Before investing in SEI Institutional Managed Trust Tax-Managed Small/Mid Cap Fund (STMPX), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding STMPX to a portfolio?
Key strength of SEI Institutional Managed Trust Tax-Managed Small/Mid Cap Fund (STMPX): Tax-managed investment approach. Weigh rewards against risks and diversify. Not financial advice.
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 STMPX, which may provide further insights.
- The information provided is based on available data and may be subject to change.