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Upturn AI SWOT - About
SEI Select Small Cap ETF (SEIS)
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Upturn Advisory Summary
08/14/2025: SEIS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 9.54% | Avg. Invested days 66 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 20.30 - 28.34 | Updated Date 06/28/2025 |
52 Weeks Range 20.30 - 28.34 | Updated Date 06/28/2025 |
Upturn AI SWOT
SEI Select Small Cap ETF
ETF Overview
Overview
The SEI Select Small Cap ETF provides investors with exposure to small-capitalization U.S. companies. It seeks to outperform the Russell 2000 index using a multi-manager approach.
Reputation and Reliability
SEI is a well-established asset management firm with a long history in the investment industry.
Management Expertise
SEI employs a multi-manager approach, leveraging the expertise of multiple investment teams specializing in small-cap equities.
Investment Objective
Goal
The investment goal of the SEI Select Small Cap ETF is to provide long-term capital appreciation by investing in a diversified portfolio of small-cap U.S. companies.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but rather employs a multi-manager approach where several sub-advisors independently manage portions of the fund's assets.
Composition The ETF holds a diversified portfolio of small-cap U.S. stocks.
Market Position
Market Share: Insufficient data is available to accurately determine the exact market share of this specific ETF.
Total Net Assets (AUM):
Competitors
Key Competitors
- iShares Russell 2000 ETF (IWM)
- Vanguard Small-Cap ETF (VB)
- Schwab Small-Cap ETF (SCHA)
Competitive Landscape
The small-cap ETF market is highly competitive, with many funds offering similar exposure. SEI Select Small Cap ETF's multi-manager approach aims to provide alpha generation compared to passively managed index funds like IWM and VB. However, the multi-manager approach can lead to higher expense ratios, potentially impacting returns.
Financial Performance
Historical Performance: Historical financial performance data is not available.
Benchmark Comparison: Benchmark comparison data is not available.
Expense Ratio:
Liquidity
Average Trading Volume
Insufficient data is available to determine average trading volume.
Bid-Ask Spread
Insufficient data is available to determine the typical bid-ask spread.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and investor sentiment towards small-cap stocks can significantly impact the ETF's performance.
Growth Trajectory
Insufficient data is available to determine the growth trajectory.
Moat and Competitive Advantages
Competitive Edge
SEI Select Small Cap ETF's key competitive advantage is its multi-manager approach, which aims to outperform the broader small-cap market. This approach allows SEI to leverage the specialized expertise of multiple investment teams. The fund's active management seeks to identify undervalued opportunities and generate alpha. However, the success of this approach depends on the skill and performance of the selected managers, and increased costs could diminish the potential returns compared to passive alternatives.
Risk Analysis
Volatility
The ETF's volatility is expected to be similar to other small-cap ETFs, which are generally more volatile than large-cap ETFs.
Market Risk
The ETF is subject to market risk, including the risk of declines in the value of small-cap stocks due to economic downturns or other factors.
Investor Profile
Ideal Investor Profile
The ideal investor is someone who is seeking long-term capital appreciation and is comfortable with the higher volatility associated with small-cap stocks.
Market Risk
This ETF may be suitable for long-term investors with a moderate to high risk tolerance who seek exposure to the small-cap market and potential for outperformance.
Summary
The SEI Select Small Cap ETF offers exposure to the U.S. small-cap market with an actively managed, multi-manager approach. This fund aims to generate alpha, but the higher expense ratio compared to passive index funds may offset some of the potential gains. Investors should be comfortable with the inherent volatility of small-cap stocks. Insufficient data prevents a more thorough quantitative assessment. Investors should carefully evaluate their risk tolerance and investment goals before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- SEI Investments Website
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on your own research and consultation with a financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SEI Select Small Cap ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of small companies. For purposes of this fund, a small company is a company with a market capitalization in the range of companies in the Russell 2000 Index.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.