Fund Evaluator:

SEI Large Cap Disciplined Eq A (SIIT) Overview

SEI Large Cap Disciplined Eq A (SIIT) (SCPAX) is an actively managed U.S. Equity Large Blend fund. SEI launched the fund in 2003.

The investment seeks capital appreciation. Under normal circumstances, the Large Cap Disciplined Equity Fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of large companies. These securities may include common stocks, preferred stocks, depositary receipts, warrants, ETFs and real estate investment trusts based on a large capitalization equity index and equity securities of foreign companies.

About SEI Large Cap Disciplined Eq A (SIIT) (SCPAX)

There are 17 members of the management team with an average tenure of 4.36 years: Brendan Bradley (2020), James Clarke (2024), Patrick Kaser (2024), Jason Collins (2016), David McGonigle (2021), Andrew Chan (2024), Nadim Rizk (2024), Eric Brown (2021), Mark Giovanniello (2021), David Hintz (2017), Jeff Walkenhorst (2021), Nicholas Tham (2020), John Cummings (2021), Celia Hoopes (2024), Fanesca Young (2024), Ryan McKeon (2024), Arup Datta (2020). Management tenure is more important for actively managed funds than passive index funds.

The fund has 1 primary benchmark: S&P 500 (TR) (1970) index with a weighting of 100%. SEI Large Cap Disciplined Eq A (SIIT) has 384 securities in its portfolio. The top 10 holdings constitute 28.7% of the fund’s assets. The fund meets the SEC requirement of being classified as a diversified fund. The fund is not considered to have an ESG focus with its investment selection and management.

SEI Large Cap Disciplined Eq A (SIIT) is part of the Equity global asset class and is within the U.S. Equity fund group. SEI Large Cap Disciplined Eq A (SIIT) has 2.8% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 93.7%. There is 2.8% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). SEI Large Cap Disciplined Eq A (SIIT) has 4.1% of the portfolio in cash.

Assets Under Management

The fund has $1 billion in total assets, which is below the $6 billion average for the Large Blend category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.

SCPAX Performance and Fees

The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The SEI Large Cap Disciplined Eq A (SIIT) expense ratio is low compared to funds in the Large Blend category. SEI Large Cap Disciplined Eq A (SIIT) has an expense ratio of 0.18%, which is 78% lower than its category average, making the fund expense ratio grade a A. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.

High portfolio turnover can translate to higher expenses and lower aftertax returns. SEI Large Cap Disciplined Eq A (SIIT) has a portfolio turnover rate of 113%, indicating that holds its assets around 0.0 years. By way of comparison, the average portfolio turnover is 48% for the Large Blend category.

Recently, in the month of June 2026, SEI Large Cap Disciplined Eq A (SIIT) returned -0.1%, which earned it a grade of B, as the Large Blend category had an average return of -0.2%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all funds in that category.

SEI Large Cap Disciplined Eq A (SIIT) has a trailing yield of 2.86%, which is above the 0.56% category average. The fund normally distributes its income quarterly and its capital gains annually.

It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.

SEI Large Cap Disciplined Eq A (SIIT) Grades

Year to date, the fund has returned 10.7%, 1.7 percentage points better than the category, which translates into a grade of B. The fund has returned 22.8% over the past year (grade of B), 21.0% over the past three years (grade of B) and 13.7% per year over the past five years (grade of A) and 14.3% per year over the past 10 years (grade of C).

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