Mutual Fund Insights: SEI Tax-Exempt Intermediate Muni A Fund (SEIMX)

In-depth Analysis of SEI Tax-Exempt Intermediate Muni A Fund (SEIMX)

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See SEI Tax-Exempt Intermediate Muni A Fund (SEIMX) performance details as of February 28, 2010

  

Last Trade: $11.14 on 3/19/2010, Change: +0.01 (0.09%)

  

Fund Manager - Stephen J. Czepiel

Fund Manager Tenure: 1.1 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)

Stephen J. Czepiel is a senior vice president, senior municipal bond trader and head of municipal bond trading with Delaware Investments, his employer since July 2004. Previously, Stephen J. Czepiel was vice president at both Mesirow Financial and Loop Capital Markets. Stephen J. Czepiel began his career in the securities industry in 1982 as a municipal bond trader at Kidder Peabody and now has more than 20 years of experience in municipal securities trading.  Get more insights on Stephen J. Czepiel

  

 What we like about SEI Tax-Exempt Intermediate Muni A Fund (SEIMX)

Data for SEI Tax-Exempt Intermediate Muni A Fund (SEIMX) as of February 28, 2010

• SEI Tax-Exempt Intermediate Muni A Fund (SEIMX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
• SEI Tax-Exempt Intermediate Muni A Fund (SEIMX) has good short-term performance (1-year return 9.28% vs 9.19 % Muni National Interm category average)
• SEI Tax-Exempt Intermediate Muni A Fund (SEIMX) has good mid-term performance (3-year return 4.36% vs 4.00 % Muni National Interm category average)
• SEI Tax-Exempt Intermediate Muni A Fund (SEIMX) has good Long-term performance (5-year return 3.89% vs 3.70 % Muni National Interm category average)
• SEI Tax-Exempt Intermediate Muni A Fund (SEIMX) ratio of up-years vs down years is greater than 2
• SEI Tax-Exempt Intermediate Muni A Fund (SEIMX) has an annual stock turnover rate of 36.00% vs Muni National Interm average of 42.33%. It is good that SEI Tax-Exempt Intermediate Muni A management does not trade extensively for its return.
• SEI Tax-Exempt Intermediate Muni A Fund (SEIMX) is less volatile than its peers as it has a 3-year Standard Deviation of 4.99, lower than category average of 5.39
• SEI Tax-Exempt Intermediate Muni A Fund (SEIMX) has a lower management fee than its Muni National Interm average: 0.63% vs 0.90%
• SEI Tax-Exempt Intermediate Muni A Fund (SEIMX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about SEI Tax-Exempt Intermediate Muni A Fund (SEIMX)

Data for SEI Tax-Exempt Intermediate Muni A Fund (SEIMX) as of February 28, 2010

• SEI Tax-Exempt Intermediate Muni A Fund (SEIMX) management has been with SEI Tax-Exempt Intermediate Muni A Fund for only 1.1 years, it is hard to judge manager's ability based on this fund's operation record
• SEI Tax-Exempt Intermediate Muni A Fund (SEIMX) has a Morningstar rating of 3 and below

See SEI Tax-Exempt Intermediate Muni A Fund (SEIMX) performance details as of February 28, 2010

  

  

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SEI Tax-Exempt Intermediate Muni A Fund (SEIMX) Net Asset

Track net asset change of SEI Tax-Exempt Intermediate Muni A fund (SEIMX)

Date	Net Asset
02/2010	$929.42M
01/2010	$909.28M
11/2009	$858.33M

More historic net asset information on SEI Tax-Exempt Intermediate Muni A Fund (SEIMX)

  

SEI Tax-Exempt Intermediate Muni A Fund (SEIMX) Portfolio Allocation

Track portfolio allocation change of SEI Tax-Exempt Intermediate Muni A fund (SEIMX)

Date	Cash	Stock	Bond	Other
08/2009	4.71%	0%	94.89%	0.4%
12/2008	5.64%	0%	94.36%	0%
09/2008	2.46%	0%	97.53%	0%

Click here to see more historic asset allocation information on SEI Tax-Exempt Intermediate Muni A Fund (SEIMX)

  

Most Recent Top 10 Holdings in SEI Tax-Exempt Intermediate Muni A Fund (SEIMX)

Discover what SEI Tax-Exempt Intermediate Muni A Fund (SEIMX) manager is buying

31-Aug-09 Pennsylvania State, Ser 3, Go, Fsa Callable 09/01/ [1.4%] Tulsa County, Industrial Authority, Sera-Rmkt, Rb [1.02%] New Jersey State, Transportation Trust Fund Author [0.99%] Puerto Rico Sales Tax Financing, Sub-Ser A, Rb Cal [0.85%] Washington State, Tobacco Settlement Authority, Rb [0.81%] Delaware Valley, Regional Finance Authority, Rb 5. [0.8%] University Of California, Ser A, Rb, Ambac 5.000% [0.76%] Florida State, Municipal Power Agency, All Require [0.72%] Massachusetts State, Federal Highway Project, Ser [0.69%] Washington State, Northwest Energy & Electric Auth [0.69%]

31-Dec-08 Puerto Rico Pub Fin 5.75% [1.67%] Massachusetts St Spl Obl Rev Spec Obl 5% [1.47%] California St Dept Wtr Res Pwr Var Rate [1.36%] New York St Dorm Auth 5.5% [1.17%] Mesa Ariz Util Sys Rev Util Sys 7.125% [1.05%] New Jersey St Transn Tr Fd Aut Tra 5.25% [1%] Chicago Ill O Hare Intl Arpt R Ref 5.5% [1%] Delaware Valley Pa Regl Fin Au Rev 5.5% [0.84%] Univ Calif Revs Rev Bds 5% [0.8%] Golden St Tob Securitization C Ass 6.75% [0.77%]

30-Sep-08 Puerto Rico Pub Fin 5.75% [2.62%] Massachusetts St Spl Obl Rev Spec Obl 5% [1.01%] Wayne Charter Cnty Mich Arpt R Arp 5.25% [0.93%] GOLDEN ST TOB SECURITIZATION C TOBACCO S [0.85%] New York St Dorm Auth 5.5% [0.82%] Fairfax Cnty Va Ref And P 5.25% [0.77%] Golden St Tob Securitization C As 6.625% [0.74%] Mesa Ariz Util Sys Rev Util Sys 7.125% [0.74%] Chicago Ill O Hare Intl Arpt R Ref 5.5% [0.73%] Denver Colo City & Cnty Justice S 5.25% [0.72%]

Click here for Stock Holding Change Map in SEI Tax-Exempt Intermediate Muni A Fund (SEIMX)

  

Related books and products to SEI Tax-Exempt Intermediate Muni A Fund (SEIMX)

  

Latest News on SEI Tax-Exempt Intermediate Muni A (SEIMX)

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Books and Resources

 

 

See more information on SEI Tax-Exempt Intermediate Muni A Fund (SEIMX)

• SEI Tax-Exempt Intermediate Muni A Fund Insights
• SEI Tax-Exempt Intermediate Muni A Fund Performance Data
• SEI Tax-Exempt Intermediate Muni A Fund News
• SEI Tax-Exempt Intermediate Muni A Fund Score Explaination
• SEI Tax-Exempt Intermediate Muni A Fund Manager Information
• Historic SEI Tax-Exempt Intermediate Muni A Fund Asset Allocation Report
• Historic SEI Tax-Exempt Intermediate Muni A Fund Top 10 Holding Tracking
• Historic SEI Tax-Exempt Intermediate Muni A Fund Asset Under Management Tracking