SPWIX Mutual Fund

SPWIX Mutual Fund (SIMT Small Cap Growth Fund Institutional Class) is managed by SEI Funds with $1.5M in net assets. SPWIX expense ratio is 1.49%, holding 268 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 2001-08-06.

SPWIX performance shows a YTD return of 11.39%. The 1-year return is 13.20% and the 5-year return is 3.23%. SPWIX dividend yield stands at 10.32%, paid quarterly.

SPWIX top holdings include Exlservice Holdings, Inc. (A) (1.7%), Brightspring Health (1.7%), Firstcash Inc (1.4%), Rbc Bearings Inc (1.4%), Keysight Technologies Inc. (1.4%). Go to all SPWIX holdings, SPWIX sectors, or SPWIX dividends.

SPWIX can be compared against other funds. Use SPWIX overlap to find shared positions, or SPWIX vs another fund for a side-by-side view. SPWIX alternatives are available via the screener, along with tax-loss harvesting opportunities.