Key stats
About SEI Enhanced U.S. Large Cap Momentum Factor ETF
Expense ratio
0.15%
Home page
Inception date
May 18, 2022
SEIM actively manages a portfolio of equity and equity-related securities, issued by large-cap companies in the US that display a relatively strong recent performance or momentum. The fund provides an efficient way to focus on momentum investing, a trend-following investment strategy, wherein it acquires stocks or other securities having recent high returns and improvements in their price, earnings or other relevant fundamentals. The selection process involves 1) a quantitative model and rules-based screening process, which evaluates potential constituents based on several factors such as historical share price performance, earnings and profitability trends, unanticipated financial results, and changes to analyst outlooks, and 2) an optimization process to ensure high primary exposure to superior momentum stocks. SEIM launched as a part of SEIs first equity ETF offering, the Factor ETF suite.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Electronic Technology
Technology Services
Finance
Stocks99.50%
Electronic Technology33.27%
Technology Services18.67%
Finance10.56%
Health Technology8.96%
Consumer Non-Durables5.39%
Producer Manufacturing4.82%
Retail Trade4.34%
Health Services3.54%
Consumer Durables2.25%
Process Industries1.98%
Consumer Services1.92%
Distribution Services1.66%
Utilities1.46%
Industrial Services0.70%
Bonds, Cash & Other0.50%
Cash0.50%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history