SEI QiM U.S. Large Cap Momentum Active ETF (SEIM)

The SEI QiM U.S. Large Cap Momentum Active ETF seeks to provide long-term capital appreciation by investing primarily in U.S. common stocks exhibiting relatively strong recent performance or momentum as determined by QiM.

Under normal circumstances, the SEI QiM U.S. Large Cap Momentum Active ETF will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity and equity-related securities (such as convertible bonds, convertible preferred stock, depositary receipts, warrants and rights) issued by large U.S. companies.

Momentum investing is a trend-following investment strategy that is based on acquiring assets with recent improvement in their price, earnings or other relevant fundamentals. QiM uses a quantitative-based, active stock selection investment strategy combined with portfolio optimization to construct the fund’s portfolio. QiM's quantitative model and rules-based screening process evaluates all of the securities in the investment universe of U.S. large-capitalization stocks based on various factors, which may include share price performance over various time periods, earnings and profitability trends, unanticipated financial results, and changes to analyst outlooks. The optimization process seeks to build a portfolio with high primary exposure to equity securities of superior momentum, while concurrently managing secondary exposures to other factors, including value, quality and low volatility, in tandem with certain investment restrictions.

To determine if this Fund is an appropriate investment for you, carefully consider the fund’s investment objective, risks, and charges and expenses. This and other information can be found in the fund’s prospectus, and if available, the summary prospectus, which can be obtained through the link above. Please read the prospectus carefully prior to investing.

Investing involves risk, including possible loss of principal. There is no guarantee the Fund will achieve its investment objective.  

SEI Investments Management Corporation (SIMC) is the adviser to the Fund, which is distributed by SEI Investments Distribution Co (SIDCO). SIMC and SIDCO are wholly owned subsidiaries of SEI Investments Company (SEI). 

Quantitative Investment Management (QiM) is a team within SIMC.

The market price returns are based on the official closing price of an ETF share or, if the official closing price isn't available, the midpoint between the national best bid and national best offer (“NBBO”) as of the time the ETF calculates current NAV per share, and do not represent the returns you would receive if you traded shares at other times. NAVs are calculated using prices as of (4:00 PM Eastern Time).

Definition of the 30-day median bid/ask spread: The median percentage by which the Fund’s price exceeds its bid price over the last 30 days.

There can be no assurance that performance will be enhanced or risk will be reduced for investment strategies that seek to provide exposure to certain quantitative factors. Exposure to such investment factors may detract from performance in certain market environments, in some cases for extended periods. In such circumstances, an investment strategy may seek to maintain exposure to the targeted investment factors and not adjust to target different factors, which could result in losses.

While the investment strategies are actively managed, the strategies’ investment process is expected to be heavily dependent on quantitative models, and the models may not perform as intended. The Funds may trade securities actively, which could increase transaction costs (thereby lowering performance) and could increase the amount of taxes you owe by generating short-term gains, which may be taxed at a higher rate.