# SEI Tax-Managed Small/Mid Cap Y(SIMT) (STMPX)

> Source: Nexqual · https://nexqual.com/STMPX · data as of 2026-10-24 00:03 UTC · cite as "Nexqual, SEI Tax-Managed Small/Mid Cap Y(SIMT) (STMPX), nexqual.com/STMPX" · informational, not investment advice.

**Price:** USD 26.77 (-0.52% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 26.91 · day 26.77–26.77 · 52w 23.08–28.58 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +12.4% vs S&P 500 +13.4%; 5Y +33.8% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +12.4% | +33.8% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +12.4% | +6.0% |
| Volatility (annualized) | 15.7% | 18.3% |
| Max drawdown | -9.7% (Feb 2026→Mar 2026) | -25.1% (Nov 2021→Sep 2022) |

## Peers
STLYX (Tax Managed Large Cap Fund Clas) USD 45.11 -0.00% · SMYFX (Small Cap Fund Class Y) USD 14.82 +0.00% · STVYX (Tax Managed Volatility Fund Cla) USD 16.87 -0.00% · SLYCX (Large Cap Fund Class Y) USD 15.72 -0.00% · VQSRX (Virtus KAR Small-Cap Value Fund) USD 23.84 -0.00%

## More
Full page: https://nexqual.com/STMPX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt