SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F (TMLCX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 0.92: the stock has moved about 8% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 16, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerSEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F (TMLCX) trades at $44.91. SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F (TMLCX) is a financial services company focused on asset management. Sector: Financials.
Price as of · Last analyzed: Mar 16, 2026Analyst Coverage for TMLCX: TMLCX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F (TMLCX) Financial Services Profile
SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F (TMLCX) offers investors exposure to large-cap equity securities, primarily mirroring the Russell 1000 Index. With a focus on tax-managed strategies, the fund aims to deliver long-term capital appreciation while managing tax implications for its investors. It operates within the competitive asset management landscape.
What Is the Investment Thesis for TMLCX?
With a market capitalization of $4.43 billion and a beta of 0.92, the fund offers diversified exposure to the Russell 1000 Index. A key value driver is the fund's tax-managed approach, which aims to minimize the impact of taxes on investment returns. Growth catalysts include continued inflows into large-cap equity funds and increasing demand for tax-efficient investment strategies. However, potential risks include market volatility, which could impact the fund's performance, and competition from other asset management firms offering similar products. The fund's ability to consistently track the Russell 1000 Index while effectively managing tax implications will be crucial for its long-term success.
Based on FMP financials and quantitative analysis
TMLCX Key Highlights
The fund invests at least 80% of its net assets in equity securities of large companies.
- The fund's investment universe is companies within the market capitalization range of the Russell 1000 Index.
- The fund may invest up to 20% of its assets in foreign securities, providing international exposure.
- The fund's market cap is $4.43B, indicating its significant presence in the large-cap equity market.
- The fund has a beta of 0.92, suggesting it is slightly less volatile than the overall market.
Who Are TMLCX's Competitors?
TMLCX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| AAGPX American Beacon Large Cap Value Fund Investor Class | $24.60 | +0.65% | $2.90B | — |
| ASVIX American Century Small Cap Value Fund Investor Class | $10.10 | +0.90% | $4.18B | — |
| BASMX iShares Total US Stock Market Idx Inv A | $35.00 | +0.78% | $4.86B | — |
| BDSAX BlackRock Advantage Small Cap Core Fund - Class A | $22.65 | +1.03% | $5.60B | — |
| BDSCX BlackRock Advantage Small Cap Core Fund Investor C Shares | $21.70 | +1.02% | $5.40B | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 49 5-pillar |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | 67 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 55 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are TMLCX's Key Strengths?
Tax-managed investment approach.
- Diversified exposure to large-cap equities.
- Established presence in the asset management industry.
- Flexibility to invest in foreign securities.
What Are TMLCX's Weaknesses?
Dependence on market performance of large-cap equities.
- Potential for underperformance relative to benchmark.
- Competition from other asset management firms.
- Vulnerability to changes in tax regulations.
What Are the Key Risks for TMLCX?
Market volatility and economic downturns.
- Changes in tax laws and regulations.
- Increased competition from passive investment strategies.
- Rising interest rates and inflation.
- Risk of underperformance relative to the Russell 1000 Index.
What Are TMLCX's Competitive Advantages?
- Established track record in tax-managed investing.
- Access to SEI Investments Management Corporation's research and resources.
- Diversified exposure to the U.S. large-cap equity market.
What Does TMLCX Do?
SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F (TMLCX) is a collective investment fund managed by SEI Investments Management Corporation. The fund's primary objective is to provide long-term capital appreciation by investing predominantly in equity securities of large-cap companies. These companies typically fall within the market capitalization range of the Russell 1000 Index at the time of purchase. Founded with the goal of offering diversified investment solutions, SEI has evolved into a prominent player in the asset management industry. TMLCX distinguishes itself through its tax-managed approach, which seeks to minimize the impact of taxes on investment returns. The fund may also invest up to 20% of its assets in foreign securities, providing some international exposure. The fund operates within the highly competitive asset management sector, catering to investors seeking exposure to the U.S. large-cap equity market with a focus on tax efficiency. TMLCX is available to investors through various channels, including retirement plans and other institutional platforms. The fund's performance is benchmarked against the Russell 1000 Index, reflecting its investment strategy and market focus. As of 2026, TMLCX continues to serve investors seeking a tax-efficient approach to investing in large-cap U.S. equities.
What Products and Services Does TMLCX Offer?
- Invests primarily in equity securities of large-cap companies.
- Tracks the performance of the Russell 1000 Index.
- Manages investments with a focus on tax efficiency.
- May allocate up to 20% of assets to foreign securities.
- Provides diversified exposure to the U.S. large-cap equity market.
- Offers investment solutions through various channels, including retirement plans.
How Does TMLCX Make Money?
- Generates revenue through management fees based on assets under management (AUM).
- Aims to outperform its benchmark (Russell 1000 Index) after fees and taxes.
- Attracts investors seeking tax-efficient exposure to large-cap equities.
What Industry Does TMLCX Operate In?
TMLCX operates within the asset management industry, a sector characterized by intense competition and evolving investor preferences. The industry is influenced by macroeconomic factors, market volatility, and regulatory changes. Trends include the increasing demand for passive investment strategies, the rise of ESG investing, and the growing importance of technology in asset management. TMLCX competes with other large-cap equity funds, including AAGPX, ASVIX, BASMX, BDSAX, and BDSCX, as well as other asset management firms offering similar products. The fund's success depends on its ability to deliver competitive returns while effectively managing tax implications for its investors.
Who Are TMLCX's Key Customers?
- Individual investors seeking tax-advantaged investment options.
- Retirement plans and other institutional investors.
- Financial advisors looking for diversified large-cap equity exposure.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
TMLCX Financials
Bull Case vs Bear Case
Bull Case
- Tax-managed investment approach.
- Diversified exposure to large-cap equities.
- Established presence in the asset management industry.
- Flexibility to invest in foreign securities.
Bear Case
- Dependence on market performance of large-cap equities.
- Potential for underperformance relative to benchmark.
- Competition from other asset management firms.
- Vulnerability to changes in tax regulations.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
TMLCX Latest News
No recent news available for TMLCX.
TMLCX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for TMLCX.
Price Targets
Wall Street price target analysis for TMLCX.
TMLCX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for TMLCX; grades run from A+ (80-100) to F (below 30).
Common Questions About TMLCX (Financials)
What are the main risks for TMLCX?
The main risks for TMLCX include market volatility, which can impact the fund's performance and lead to fluctuations in its net asset value.
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
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Information is based on available data and may be subject to change.