4 / 5 Stars
4 3 5 5 1
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#54 in Large Blend
U.S. News evaluated 487 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 22.72 percent over the past year, 16.30 percent over the past three years, and 21.31 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.7%|
|3 Years (Annualized)||16.3%|
|5 Years (Annualized)||21.3%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation with less volatility than the broad U.S. equity markets. The fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of U.S. companies of all capitalization ranges. These securities may include common stocks, preferred stocks, ETFs and warrants. It may also, to a lesser extent, invest in ADRs and securities of non-U.S. companies. The fund uses a multi-manager approach, relying on a number of Sub-Advisers with differing investment philosophies to manage portions of the fund's portfolio under the general supervision of SIMC.
Fees are Average compared to funds in the same category.
SEI Institutional Investments Trust U.S. Managed Volatility Fund has an expense ratio of 0.24 percent.
Risk is Low compared to funds in the same category according to Morningstar.