# SEI Tax-Managed Small/Mid Cap F (SIMT) (STMSX)

> Source: Nexqual · https://nexqual.com/STMSX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, SEI Tax-Managed Small/Mid Cap F (SIMT) (STMSX), nexqual.com/STMSX" · informational, not investment advice.

**Price:** USD 26.69 (-0.56% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 26.84 · day 26.69–26.69 · 52w 23.03–28.49 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +12.1% vs S&P 500 +13.4%; 5Y +32.3% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +12.1% | +32.3% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +12.2% | +5.8% |
| Volatility (annualized) | 15.7% | 18.3% |
| Max drawdown | -9.7% (Feb 2026→Mar 2026) | -25.2% (Nov 2021→Sep 2022) |

## Peers
TMLCX (SEI Institutional Managed Trust) USD 45.11 -0.00% · SEITX (SEI International Equity Fund C) USD 14.53 +0.00% · SIEMX (SEI International Trust Emergin) USD 16.23 +0.00% · SITEX (SEI International Trust Emergin) USD 9.26 -0.00% · SEATX (SEI Tax Exempt Trust Tax-Advant) USD 8.64 -0.00%

## More
Full page: https://nexqual.com/STMSX · 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