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SEI

SEI Parent Rating

Average

SEI is an industry-standard asset manager, resulting in an Average Parent Pillar rating.

A strength of SEI is that its product shelf of open-end and exchange-traded funds is, on average, offered at a minimal cost, suggesting that it considers what's best for its investor base. On average, fees for funds are in the second-cheapest quintile of respective category peers. Longest-tenured managers’ average tenure within the firm is 12 years, bringing a wealth of knowledge through multiple market cycles and ultimately contributing positively to the rating. SEI has faced above-average manager turnover in the past five years. This is a concern, as long-term stability tends to support positive results.

SEI Investments

Mutual Funds

See All SEI Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

86.65 Bil

Investment Flows (TTM)

−9.97 Bil

Asset Growth Rate (TTM)

−11.64%

# of Share Classes

151
Morningstar Rating # of Share Classes
8
32
60
46
1
Not Rated 4

Exchange-Traded Funds

See All SEI ETFs

Market

US ETFs

Total Net Assets

1.31 Bil

Investment Flows (TTM)

1.14 Bil

Asset Growth Rate (TTM)

1,474.13%

# of Share Classes

4
Morningstar Rating # of Share Classes
0
0
0
0
0
Not Rated 4

Morningstar Mentions

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