About SCPAX
SEI Institutional Investments Trust Large Cap Disciplined Equity Fund Class A is a mutual fund designed to provide capital appreciation by investing primarily in large-cap U.S. equities. The fund adheres to a disciplined investment approach, typically allocating at least 80% of its net assets to large-cap stocks, reflecting a broad and diversified blend of companies across sectors. Its portfolio features prominent holdings in technology, communication services, healthcare, consumer cyclical, and financial services, with top positions in companies such as Microsoft, Apple, NVIDIA, and Meta Platforms. The fund also maintains exposures to government securities and cash equivalents, supporting liquidity and risk management.
Targeted at institutional investors, this fund is characterized by its relatively low expense ratio and a minimum initial investment requirement, making it accessible to large-scale market participants. With a focus on large-cap blend stocks, the fund seeks to deliver returns comparable to the broader U.S. equity market, as measured by benchmarks like the S&P 500 Index. This strategy offers investors an efficient vehicle for gaining diversified exposure to leading U.S. companies while emphasizing cost efficiency and disciplined portfolio construction.
Fund Family SEI
Category Large Blend
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol SCPAX
Share Class - Class A
Index S&P 500 TR
SCPAX had a total return of 20.28% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.42%.
