Summary
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SEIV: Multi-Factor Active Large-Cap ETF With A 12x P/E Continues To Shine
SEIV: Multi-Factor Active Large-Cap ETF With A 12x P/E Continues To Shine
SEIV: Deep Value, Differentiated Sector Mix
SEI Enhanced US Large Cap Value Factor ETF offers deep value with a unique overweight in technology and communication services sectors. SEIV trades at a steep discount to the Russell 1000, with a P/E of 11.1, despite significant tech exposure, and maintains balanced market cap allocation. The fund has outperformed value peers over three years, with higher volatility but the best Sharpe ratio in its category, reflecting strong risk-adjusted returns.
SEIV: Solid Value And Quality Mix, Yet Unconvincing Returns, A Hold
SEIV is an actively managed ETF prioritizing the value factor, though quality, momentum, and low volatility are also considered during the optimization process. Heavy in IT, SEIV has a quality and value factor mix that is superior to IVE's, with a higher adjusted EY, lower P/S, and a stronger Return on Total Capital. However, despite beating a few value ETFs, it has underperformed the iShares Russell 1000 ETF and the iShares Core S&P 500 ETF since inception.
SEI Enhanced U.S. Large Cap Value Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 16,707 | $563,246.13 | $804,859.72 | $241,613.59 | 42.9% |
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 38,815 | $1.34M | $1.87M | $525,161.59 | 39.05% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,125 | $129,875 | $150,218.75 | $20,343.75 | 15.66% |
 Andrew Endelman Independent Wealth Network Inc. | 5,727 | $237,687 | $275,239.62 | $37,552.62 | 15.8% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 50,076 | $2.08M | $2.41M | $330,251.22 | 15.89% |
SEI Enhanced U.S. Large Cap Value Fund (SEIV) FAQ
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SEI Enhanced U.S. Large Cap Value Fund Profile
| BATS Exchange | US Country |
Overview
The described company operates as an investment fund focusing on allocating its resources primarily into equity and equity-related securities issued by large-cap companies based in the United States. The fund’s strategy is built around dedicating at least 80% of its net assets, along with any borrowed funds intended for investment purposes, to secure positions in the American equity market. This approach reflects its commitment to tapping into the growth potential of established companies within the U.S. economy. The inclusion of equity-related securities, such as convertible bonds, convertible preferred stocks, depositary receipts, warrants, and rights, indicates a flexible strategy aimed at capitalizing on various forms of equity investments to achieve its financial objectives.
Products and Services
- Equity Investments in Large U.S. Companies
- Convertible Bonds
- Convertible Preferred Stock
- Depositary Receipts
- Warrants and Rights
This product focuses on direct investments in the equity of large-cap companies in the United States. The aim is to leverage the growth potential and financial stability of established firms within the world's largest economy, offering investors exposure to their performance.
Convertible bonds represent a form of debt security that holders can convert into a predetermined number of common stock or equity shares of the issuing company. This product offers a hybrid between bonds and stocks, providing potential upside in share price movements while also offering interest payments.
This offering includes preferred shares which can be converted into a specified number of common shares, typically at the discretion of the shareholder. Convertible preferred stock combines the features of equity and fixed-income instruments, offering potential dividends along with the opportunity for conversion to equity to benefit from stock price appreciation.
Depositary receipts are a type of financial security that represents a company's publicly traded equity. Although primarily used for foreign stocks, in this context, it points to an investment avenue in U.S. companies for international investors, offering them an opportunity to partake in the U.S. equity markets.
Warrants and rights are financial instruments that give the holder the right, but not the obligation, to buy a company's stock at a predetermined price before a specified date. This product is designed for investors looking to speculate on or hedge against the future price movements of a company's stock.
