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SEI Intermediate-Term Municipal A (STET) (SEIMX) Fund Ranking and Research

Ranking, Research and Recommendation of SEI Intermediate-Term Municipal A (STET) (SEIMX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of SEI Intermediate-Term Municipal A (STET) Fund (SEIMX) ManagerFund Manager - Richard A. Bamford

Fund Manager Information

Fund Manager Tenure: 20.1 years
Fund Family: SEI
Fund Category: Muni National Interm
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.58)     (What does this score mean?)

 

Graph of SEI Intermediate-Term Municipal A (STET) Fund (SEIMX) ProfileSEI Intermediate-Term Municipal A (STET) Fund (SEIMX) Profile

Fund Profile and Description

SEI Intermediate-Term Municipal A (STET) Fund seeks highest level of income exempt from Federal income taxes, consistent with preservation of capital. SEI Intermediate-Term Municipal A (STET) Fund invests at least 80% of assets in investment-grade municipal securities that pay interest that is exempt from Federal income tax. The principal issuers of these securities are state and local governments and their agencies located in any of the fifty states, the District of Columbia, Puerto Rico and other U.S. territories and possessions.

 

SEI Intermediate-Term Municipal A (STET) (SEIMX) Fund Strength What we like about SEI Intermediate-Term Municipal A (STET) (SEIMX) Fund

Data for SEI Intermediate-Term Municipal A (STET) Fund (SEIMX) as of May 30, 2016

  • SEI Intermediate-Term Municipal A (STET) Fund (SEIMX) management has been with SEI Intermediate-Term Municipal A (STET) Fund for 20.1 years
  • SEI Intermediate-Term Municipal A (STET) Fund (SEIMX) has good short-term performance (1-year return 5.10% vs 4.71% Muni National Interm category median performance)
  • SEI Intermediate-Term Municipal A (STET) Fund (SEIMX) has good mid-term performance (3-year return 3.14% vs 3.10% Muni National Interm category median performance)
  • SEI Intermediate-Term Municipal A (STET) Fund (SEIMX) ratio of up-years vs down years is greater than 2
  • Asset base in SEI Intermediate-Term Municipal A (STET) Fund (SEIMX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • SEI Intermediate-Term Municipal A (STET) Fund (SEIMX) has an annual stock turnover rate of 10.00% vs Muni National Interm average of 22.40%. It is good that SEI Intermediate-Term Municipal A (STET) management does not trade extensively for its return.
  • SEI Intermediate-Term Municipal A (STET) Fund (SEIMX) is less volatile than its peers as it has a 3-year Standard Deviation of 2.94, lower than category average of 3.29
  • SEI Intermediate-Term Municipal A (STET) Fund (SEIMX) has a lower expense ratio than its Muni National Interm average: 0.63% vs 0.80%
  • SEI Intermediate-Term Municipal A (STET) Fund (SEIMX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

SEI Intermediate-Term Municipal A (STET) Fund (SEIMX) Weakness What we are cautious about SEI Intermediate-Term Municipal A (STET) (SEIMX) Fund

Data for SEI Intermediate-Term Municipal A (STET) Fund (SEIMX) as of May 30, 2016

  • SEI Intermediate-Term Municipal A (STET) Fund (SEIMX) has a less-than-ideal Long-term performance (5-year return 4.04% vs 4.14% Muni National Interm category median performance)
  • SEI Intermediate-Term Municipal A (STET) Fund (SEIMX) has a Morningstar rating of 3 and below
  • SEI Intermediate-Term Municipal A (STET) Fund (SEIMX) is less safe compared to its Muni National Interm peers
See SEI Intermediate-Term Municipal A (STET) Fund (SEIMX) performance details as of May 30, 2016

 

What do you think?

 

Compare SEI Intermediate-Term Municipal A (STET) Fund (SEIMX)Compare with other top Muni National Interm category mutual funds

Aadditional top Muni National Interm mutual funds for your consideration

FundYear to Date1 Year3 year5 year
SEI Intermediate-Term Municipal A (STET)2.215.103.144.04
Eaton Vance TABS 5 to15 Yr Lad Muni Bd I (EILTX)3.408.176.377.87Compare
BlackRock Strategic Muni Opps Inv A1 (MDMTX)3.297.784.275.68Compare
USAA Tax Exempt Intermediate-Term (USATX)2.525.223.514.92Compare

See top fund managers for Muni National Interm Category Funds

 

Compare SEI Intermediate-Term Municipal A (STET) Fund (SEIMX)Compare with Muni National Interm category ETFs

Some Muni National Interm ETFs for your consideration

ETFYear to DateOne YearThree Year
Market Vectors Intermediate Muni ETF (ITM)2.55%7.15%4.62%
iShares National AMT-Free Muni Bond (MUB)2.19%5.72%4.01%
PIMCO Intermediate Municipal Bd Actv ETF (MUNI)1.61%4.98%2.60%
Columbia Intermediate Municipal Bond ETF (GMMB)000

 

Graph of SEI Intermediate-Term Municipal A (STET) Fund (SEIMX) Net Asset TrackingSEI Intermediate-Term Municipal A (STET) (SEIMX) Fund Net Asset

Track net asset change of SEI Intermediate-Term Municipal A (STET) fund (SEIMX)

DateNet Asset
05/2016$1.61B
03/2016$1.59B
02/2016$1.58B
More historic net asset information on SEI Intermediate-Term Municipal A (STET) Fund (SEIMX)

  

Graph of SEI Intermediate-Term Municipal A (STET) Fund (SEIMX) Portfolio TrackingSEI Intermediate-Term Municipal A (STET) (SEIMX) Fund Portfolio Allocation

Track portfolio allocation change of SEI Intermediate-Term Municipal A (STET) fund (SEIMX)

DateCashStockBondOther
05/20161.19%0%98.81%0%
03/20161.96%0%98.04%0%
01/20162%0%98%0%
Click here to see more historic asset allocation information on SEI Intermediate-Term Municipal A (STET) Fund (SEIMX)

 

graph of SEI Intermediate-Term Municipal A (STET) Fund (SEIMX) Top 10 Position TrackingTop 10 Holdings in SEI Intermediate-Term Municipal A (STET) (SEIMX) Fund

Discover what SEI Intermediate-Term Municipal A (STET) Fund (SEIMX) manager is buying

May 30, 2016
Citizens Ppty Ins Corp Fla Coastal A 5% [1.22%]
Railsplitter Tob Settlement Au Toba 5.5% [0.9%]
Denver Colo City & Cnty Arpt R Sub 5.5% [0.75%]
New York St Twy Auth 5% [0.65%]
Trinity River Auth 0.01% [0.6%]
Kansas City Mo Arpt Rev Gen Impt 5% [0.58%]
Washington St For Issues Dtd P Var Pu 5% [0.58%]
Florida St Tpk Auth 5% [0.57%]
Tobacco Settlement Fing Corp L Ref 5.5% [0.56%]
Montgomery Cnty Md Go Cons P 5% [0.54%]

Mar 30, 2016
Citizens Ppty Ins Corp Fla Coastal A 5% [1.24%]
Railsplitter Tob Settlement Au Toba 5.5% [0.92%]
Denver Colo City & Cnty Arpt R Sub 5.5% [0.76%]
New York St Twy Auth 5% [0.66%]
Trinity River Auth 0.01% [0.61%]
Kansas City Mo Arpt Rev Gen Impt 5% [0.59%]
Florida St Tpk Auth 5% [0.58%]
Washington St For Issues Dtd P Var Pu 5% [0.58%]
Tobacco Settlement Fing Corp L Ref 5.5% [0.57%]
Montgomery Cnty Md Go Cons P 5% [0.56%]

Jan 30, 2016
Citizens Ppty Ins Corp Fla Coastal A 5% [1.25%]
Railsplitter Tob Settlement Au Toba 5.5% [0.93%]
Denver Colo City & Cnty Arpt R Sub 5.5% [0.76%]
New York St Twy Auth 5% [0.67%]
Trinity River Auth 0.01% [0.61%]
Kansas City Mo Arpt Rev Gen Impt 5% [0.6%]
Florida St Tpk Auth 5% [0.59%]
Washington St For Issues Dtd P Var Pu 5% [0.59%]
Tobacco Settlement Fing Corp L Ref 5.5% [0.58%]
Montgomery Cnty Md Go Cons P 5% [0.56%]
Click here for Stock Holding Change Map in SEI Intermediate-Term Municipal A (STET) Fund (SEIMX)

  

Latest News on SEI Intermediate-Term Municipal A (STET) (SEIMX) Fund

See what is happening with SEI Intermediate-Term Municipal A (STET) Fund (SEIMX)

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SEI Intermediate-Term Municipal A (STET) Fund (SEIMX) Related ResourcesSee more information on SEI Intermediate-Term Municipal A (STET) (SEIMX) Fund

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